Kolb Financial & Insurance Services - Rocklin, California

Kolb Financial & Insurance Services: A Comprehensive Overview

For individuals and families seeking reliable and knowledgeable financial advice and comprehensive insurance solutions, Kolb Financial & Insurance Services stands as a trusted partner. Located in Rocklin, California, this established firm offers a full suite of services designed to help clients achieve their long-term financial goals. They pride themselves on building lasting relationships based on trust, transparency, and a deep understanding of their clients’ unique needs.

Address: 4240 Rocklin Rd Ste 6, Rocklin, CA 95677, United States
Phone: 9166240769
Website: kolbfs.com

Kolb Financial & Insurance Services specializes in providing a diverse range of services, primarily categorized into financial advising and investment services, complemented by their robust life insurance agency offerings. Their team of experienced professionals are adept at navigating the complexities of the financial landscape, offering tailored strategies for retirement planning, estate planning, college savings, investment management, and risk mitigation through insurance.

Services Offered

Let’s delve deeper into the specific services Kolb Financial & Insurance Services provides:

• Financial Planning: They offer personalized financial plans that encompass budgeting, debt management, cash flow analysis, and goal setting. These plans are regularly reviewed and adjusted to reflect changes in a client’s circumstances and market conditions.
• Investment Management: Kolb assists clients in constructing and managing diversified investment portfolios designed to align with their risk tolerance and investment objectives. They offer access to a wide array of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Life Insurance: As a dedicated life insurance agency, they provide guidance on selecting the appropriate life insurance policies to protect their clients’ families in the event of their passing. They offer term life, whole life, and universal life insurance options.
• Retirement Planning: They help clients plan for a secure and comfortable retirement, considering factors such as Social Security, 401(k)s, IRAs, and other retirement savings vehicles.
• Estate Planning: Kolb assists clients in developing comprehensive estate plans to ensure their assets are distributed according to their wishes and to minimize estate taxes.

Accessibility and Reputation

Kolb Financial & Insurance Services demonstrates a strong commitment to client accessibility and satisfaction. The office is equipped with a wheelchair-accessible car park and an wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access the facility. Furthermore, the company boasts an impressive average opinion of 4.7/5 based on 12 reviews on Google My Business, highlighting the positive experiences of their clients.

Clients consistently praise the firm’s professionalism, expertise, and dedication to providing personalized service. Reviews frequently mention the team’s ability to simplify complex financial concepts and to offer sound advice that aligns with their clients’ values and goals. The emphasis on building strong relationships is a recurring theme in the feedback received.

Key Features and Benefits

Here’s a summary of what sets Kolb Financial & Insurance Services apart:

In conclusion, Kolb Financial & Insurance Services presents itself as a reliable and client-centric firm dedicated to helping individuals and families achieve their financial objectives. Their combination of expertise, comprehensive services, and commitment to accessibility makes them a valuable resource for anyone seeking financial advice and insurance solutions in the Rocklin area and beyond. The positive client feedback further reinforces their reputation for excellence and trustworthiness.

Contact Information and Further Resources

To learn more about Kolb Financial & Insurance Services and to schedule a consultation, please visit their website at kolbfs.com or call them directly at 9166240769. You can also find additional information and client testimonials on their Google My Business page.

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