Cola Wealth Advisors
Financial Planning Lexington
Description
Our firm was founded by Rick Mantei who began his career at Merrill Lynch in 1982. From humble beginnings we have built a team of 13 licensed advisors with over 200 years of cumulative industry experience and manage approximately 1.2 Billion dollars in assets. With a support staff of 21 working tirelessly to service over 2600 client families, our scope goes far beyond the local reach of our 4 branch offices. Our team is licensed in 38 states and carries a wealth of knowledge in the areas of asset management, financial and estate planning, unique insurance strategies and tax planning.
Cola Wealth Advisors can be found at 4580 Sunset Boulevard . The following is offered: Financial Planning - In Lexington there are 18 other Financial Planning. An overview can be found here.
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Financial PlanningMap 4580 Sunset Boulevard
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