At Bernard R. Wolfe & Associates, Inc., we pride ourselves on providing personal attention to each and every client since 1981. The professionals at Bernard R. Wolfe & Associates offer wealth management strategies and institutional investment services to our diverse client base, ranging from young people just getting started to married couples and retirees; and from large and small corporations to professional athletes.
Our firm's principal, Bernie Wolfe, has nearly 40 years of experience assisting clients in making pertinent decisions regarding their personal and professional financial goals.
Our in-depth knowledge of our clients’ situation greatly enhances our ability to advise. We pride ourselves on communicating regularly with our clients through in-person meetings, conference calls and through regular commentaries.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Bernard Wolfe & Associates is affiliated with Kestra IS or Kestra AS. For additional information, please contact the Kestra Compliance department at 844-553-7872.
Investor Disclosures: https://bit.ly/KF-Disclosures
Company Details
- Employees
- 2
- Founded
- -
- Address
- 6116 Executive Blvd,
- Phone
- +1-301-652-9677
- in****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bernardwolfe.com
- Keywords
- Retirement Planning, Estate Planning, Executive Compensation Planning, Tax Planning, Education Planning, Asset Allocation, Benefit Analysis and Planning, Wealth Management, Insurance Analysis and Planning.
- HQ
- Rockville, Maryland
Bernard R. Wolfe & Associates Questions
Bernard R. Wolfe & Associates's helpline number is +1-301-652-9677
Bernard R. Wolfe & Associates's website is bernardwolfe.com
Bernard R. Wolfe & Associates's LinkedIn profile is https://www.linkedin.com/company/bernard-r-wolfe-&-associates
Bernard R. Wolfe & Associates has
2 employees.
View email and phone details for 2
employees at Bernard R. Wolfe & Associates.
Bernard R. Wolfe & Associates's industry is
Financial Services
Bernard R. Wolfe & Associates's top competitors are
Assetmark,
Oracle,
Consolidated Electrical Distributors (Ced) City Of Industry,
Curo Private Wealth,
Penske Motor Group.
Bernard R. Wolfe & Associates's support email address is info@wolfefinancial.com
Bernard R. Wolfe & Associates's categories are Financial Services
Bernard R. Wolfe & Associates's founding year is 1981
