Kovalcik & Geraghty Wealth Partners
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- Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. We focus on helping our clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations. We are a member of The National Association of Personal Financial Advisors (NAPFA), which is an organization exclusively for fee-only financial planners. NAPFA believes, as we do, that objective planning can only be accomplished when an adviser is compensated for providing advice, not selling commission based products.
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Headquarters:2074 Arlington Avenue , Upper Arlington, Ohio, United States
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Phone Number: +1 614-222-4888
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Website: https://www.kgwp.com
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Employees:3
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Revenue:$0 - 1M
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Legal Name:Kovalcik & Geraghty Wealth Partners
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Kovalcik & Geraghty Wealth Partners's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Kovalcik & Geraghty Wealth Partners
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Where are Kovalcik & Geraghty Wealth Partners's Headquarters?
Kovalcik & Geraghty Wealth Partners's Headquarters are in 2074 Arlington Avenue ,Upper Arlington,Ohio,United States
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What is Kovalcik & Geraghty Wealth Partners's phone number?
Kovalcik & Geraghty Wealth Partners's phone number is +1 614-222-4888
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What is Kovalcik & Geraghty Wealth Partners's official website?
Kovalcik & Geraghty Wealth Partners's official website is https://www.kgwp.com
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What is Kovalcik & Geraghty Wealth Partners's Revenue?
Kovalcik & Geraghty Wealth Partners's revenue is $0 - 1M
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What is Kovalcik & Geraghty Wealth Partners's NAICS code?
Kovalcik & Geraghty Wealth Partners's NAICS code is 523930
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How many employees are working in Kovalcik & Geraghty Wealth Partners
Kovalcik & Geraghty Wealth Partners has 3 employees
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What is Kovalcik & Geraghty Wealth Partners's Industry?
Kovalcik & Geraghty Wealth Partners is in the industry of Financial Services
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Who is Kovalcik & Geraghty Wealth Partners's President?
Kovalcik & Geraghty Wealth Partners's President is Matthew Kovalcik