Kickstand Wealth Advisors
Financial Services
1250 Pittsford Victor Rd., Bldg. 200
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Kickstand Wealth Advisors Overview
- Headquarters
- 1250 Pittsford Victor Rd., Bldg. 200
- Website
- www.kickstandwealth.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2021
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Kickstand Wealth Advisors
We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision-making. At Kickstand, our mission is to bring clarity, perspective, and direction to your financial life. Kickstand Wealth Advisors (“Kickstand”) is a Registered Investment Adviser. SEC Registration does not constitute an endorsement of Kickstand by the SEC, nor does it indicate that Kickstand has attained a particular level of skill or ability. Advisory services are only offered to clients or prospective clients where Kickstand and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Kickstand unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users While we appreciate your comments and feedback, please be aware that testimony from current or former clients is subject to specific rules with which we must comply. Therefore, we may or may not be able to host your comments on this site. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Kickstand Wealth Advisors Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
- Phone contacts
- 2
- 100.0% coverage
Kickstand Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jacob Schlicht, Cfp®, Crpc®, Cepa® | Founder & Managing Partner at Kickstand | Rochester, New York Metropolitan Area, United States |
Email
Phone
|
| Lauren Purvee | Associate Wealth Planner at Kickstand | Pittsford, New York, United States |
Email
Phone
|
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Kickstand Financial
Financial Services