Business Details
About
Investment Service
In today's complex financial world, building your wealth and strengthening your portfolio today can prepare you for a better financial future. Partnering with a trusted and skilled financial advisor can also help you better protect the success you've worked so hard to secure. We'll focus on your short- and long-term priorities, provide you access to key financial resources and tools, and develop a personalized wealth management strategy that aligns with your vision of where you'd like to be.
Location
Hours
Frequently Asked Questions About Kumar Wealth Management Group
What are the main services offered by Kumar Wealth Management Group?
Kumar Wealth Management Group offers financial advising, investment management, investment funds, and stock brokerage services.
What specialities does Kumar Wealth Management Group provide?
They specialize in 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
When is Kumar Wealth Management Group open during the week?
They are open Monday to Friday from 8:00 AM to 6:00 PM, and Saturday from 10:00 AM to 12:30 PM. They are closed on Sundays.
Where is Kumar Wealth Management Group located?
They are located at 1000 Skokie Blvd, Suite 310, Wilmette, IL 60091, USA.
Does Kumar Wealth Management Group offer online meeting options?
Yes, they offer web conferencing as an additional service for their clients.
How can I download Kumar Wealth Management Group's mobile app?
You can download their app from the Google Play Store for Android devices or from the Apple App Store for iOS devices.
What nearby hotels can I consider if I am visiting Kumar Wealth Management Group from out of town?
Nearby hotels include The Elaine and Renaissance Chicago North Shore Hotel, both located close to the office.
Are there any nearby places where I can relax or work out before or after visiting Kumar Wealth Management Group?
Yes, Life Time is a nearby gym and sports and recreation venue where you can work out and relax.
If I need storage services near Kumar Wealth Management Group, where can I go?
You can use The Lock Up Self Storage or Storage Center, both of which are nearby storage facilities.
Which nearby financial institutions are close to Kumar Wealth Management Group for additional financial services?
Nearby financial institutions include J.P. Morgan Private Bank, Bjork Asset Management, Merrill Lynch Wealth Management, and Bank of America Mortgage.