Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Bollinger Wealth Management
What are the business hours for Bollinger Wealth Management?
Bollinger Wealth Management is open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 2:00 PM. It is closed on Saturdays and Sundays.
Where is Bollinger Wealth Management located?
The office is located at 576 S Grand Ave, Covina, CA 91724, USA.
What financial services does Bollinger Wealth Management provide?
They offer financial advising, investment management, investment funds, and stock broker services.
What specialties does Bollinger Wealth Management have?
Their specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Can I access Bollinger Wealth Management services online or via mobile app?
Yes. They provide a web conferencing option and have mobile apps available on both Android and iOS platforms.
How can I contact Bollinger Wealth Management by phone?
You can reach them at +1 909-599-0901.
Which nearby bank could I visit when going to Bollinger Wealth Management?
Opus Bank is nearby and could be convenient for any banking needs when visiting Bollinger Wealth Management.
Are there any nearby real estate services close to Bollinger Wealth Management?
Yes, Top Escrow, Andrew Tse at WERE Real Estate, and Damain Chavez - AWC Realty are nearby real estate agents and services you might find useful.
What healthcare providers are located near Bollinger Wealth Management?
Nearby healthcare providers include Covina Hills Optometric Group, Duncan D H OD (optometrist), Covina Hills Dental, Dr. Dave Stewart (dentist), and Vision Source Optometry - Covina.
Does Bollinger Wealth Management collaborate with other professionals to assist clients?
Yes, the team partners with professionals such as CPAs and estate-planning attorneys to help clients stay on track with their financial goals.