Wise Money Wednesday
Roland comes to work each day for one reason: to help his clients find financial confidence.
Using a diverse menu of investment strategies and insurance products, Roland guides individuals and families toward their ideal retirement. He believes building investor-advisor relationships is essential for planning the right path for each client. For Roland, it’s not about one product or one transaction; it is about the client’s future.
Roland is an Investment Adviser Representative and has passed the Series 65 securities examination. He holds accident and health, life and annuity licenses in Pennsylvania, Ohio and Florida.
He's the author of Magnetic Retirement: How to Attract the Retirement You Really Want, which is available on Amazon.
Roland Financial Wealth Management LLC is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Roland Financial Wealth Management LLC are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. 862905 – 4/21