Bolt Financial Group

Bolt Financial Group

Investment Management 5701 N. High Street 1 employees
Employees
1
Contacts
1
Emails
1

Bolt Financial Group Overview

Headquarters
5701 N. High Street
Industry
Investment Management
Employees
1
Founded
2017
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Bolt Financial Group

Bolt Financial Group is a wealth coaching and investment, fee-only advisory firm located in Worthington, Ohio. We guide serious, long-term investors on a path that leads toward the achievement of their retirement goals. Utilizing the Free Market Investment Strategy approach, our firm is able to help clients live out their dream retirement. Based on 60 years of Nobel Prize winning research, the Free Market Portfolio Theory is the synthesis of three main academic principles: 1. Efficient Market Hypothesis 2. Modern Portfolio Theory 3. The Three-Factor Model Together, these concepts form a powerful, disciplined, and diversified approach to investing. As you prepare for, and begin to enjoy retirement, it is essential that you have a well defined strategy in place. Bolt Financial Group employs only the most effective, proven strategies, to help you retire right and achieve true investment peace of mind. Rather than focus solely on money, we focus on the dreams of our clients. Emphasizing the experience of investing and planning, our clients are active participants in their retirement plan, and are able to understand and enjoy the process. As your retirement planning advocate, we are here for you through the good times, as well as the bad. Where you stand today, matters. Where you want to go, matters even more. Bolt Financial Group is a goal-oriented advisory firm that offers integrity, experience, and confidence. The retirement of your dreams is well within reach. Check out our website, and discover how we can help you get there.

Bolt Financial Group Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage

Bolt Financial Group Org Chart

Sample employees and titles
Name Title Contact
Lauren Carney Client Relations Associate at Bolt Financial Group
Email

Employees by Management Level

Individual contributor 2 profiles
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Finance 1 1 1
Sales 1 1 0

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