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Wolk Financial Management

 
6343 NW 72nd Place
Parkland, FL 33067
(954) 937-0232
financial consultant
www.wolkfinancial.net
Info Reviews0 OffersReviews Photos1 MapMap and Directions
evan@wolkfinancial.net
WELCOME TO WOLK FINANCIAL MANAGEMENT
Established in July of 2006, Wolk Financial Management is a full-service financial management firm under the direction of Evan Wolk. Previously a Financial Advisor affiliated with Smith Barney, Evan believes that founding WFM better enabled him to provide his clients a high level of service while taking into account time constraints, risk tolerance and investment goals.
Evan Wolk offers securities and advisory services through KMS Financial Services, Inc. KMS clears and custodies securities transactions through Pershing, LLC, a wholly-owned subsidiary of the Bank of New York.

Products and Services

Investment Management
Financial Planning
Retirement Planning
Education Planning
Estate Planning

Equities/Exchange Traded Funds, Municipal Bonds, Government Bonds, Federally Insured CDs, Managed Money Plans, Life Insurance, Annuities, 529 Plans, Trusts

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