Merrill Lynch Financial Advisor Christopher R Kolmer
300 West State Street, Media, PA 19063
About the Business
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Merrill Lynch Financial Advisor Christopher R Kolmer is a finance institution located at 300 West State Street, Media, Pennsylvania, United States. The Kolmer Wealth Management Group, led by a multi-generational team, serves clients not only in Pennsylvania but also in more than 20 other states. The institution focuses on helping clients monetize their hard work and achieve meaningful outcomes. They offer services such as family legacy planning, risk-managed investing, wealth accumulation strategies, retirement planning, exit planning strategies, tax minimization, estate planning strategies, and liability management.
The institution serves a diverse and financially astute clientele, including successful owners of family-owned businesses, investment bankers, hedge fund managers, executives, professors, musicians, real estate professionals, and their families. The team at The Kolmer Wealth Management Group collaborates internally and with clients to create consistent value, with a focus on clients' lives, not just their financial bottom lines.
With a commitment to managing wealth responsibly and respectfully, the institution helps clients navigate various financial milestones and achieve their goals. The team emphasizes building relationships with clients, treating them like family members, and providing exceptional diligence and care in their efforts.
The planning-based approach of The Kolmer Wealth Management Group drives everything they do for clients, with a focus on helping clients prepare for both financial and emotional challenges. By prioritizing clients' goals and asking thoughtful questions, the team helps clients feel comfortable in their pursuit of financial success. They also offer investment strategies guided by consistent returns, long-term results, and trust earned over time.
Overall, The Kolmer Wealth Management Group is dedicated to serving "good people" who deserve their very best efforts, and they are privileged to assist clients in achieving their financial goals with integrity and dedication.
Photos
Location & Phone number
300 W State St 2nd Floor, Media, PA 19063, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Asset Protection Planning
- Conservative Investment
- Estate Planning Strategies
- Estate Tax Planning
- Executive Financial Planning
- Exit Planning Strategies
- Family Business Owners
- Family Legacy Planning
- Financial Advisor Services
- Financial Planning Services
- Financial Wealth Advisor
- Financial Wealth Management
- Hedge Fund Management
- High Net Worth Individuals
- Investment Advisor
- Investment Strategy
- Investor Relations
- Liability Management
- Liability Management Services
- Long-Term Financial Goals
- Merrill Lynch Financial Advisor Christopher R Kolmer
- Retirement Income Planning
- Retirement Planning
- Risk-Managed Investing
- Tax Minimization
- Tax-Efficient Investing
- Wealth Accumulation Strategies
- Wealth Creation Strategies
- Wealth Management Firm
- Wealth Preservation
- Wealth Transfer Planning
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