Kolb Financial & Insurance Services - Rocklin, California

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Kolb Financial & Insurance Services: A Comprehensive Overview

For individuals and families seeking comprehensive financial guidance and reliable insurance solutions, Kolb Financial & Insurance Services stands as a dedicated and experienced provider. Located in Rocklin, California, at 4240 Rocklin Rd Ste 6, Rocklin, CA 95677, this firm offers a personalized approach to managing assets and protecting what matters most. Their readily accessible phone line, Phone: 9166240769, facilitates direct communication and allows prospective clients to quickly gain insights into their services.

Specializations and Services

Kolb Financial & Insurance Services operates as a multifaceted firm, expertly delivering a range of services. Their core competencies encompass:

• Financial Advisor: They provide tailored advice on investment strategies, retirement planning, and overall financial wellbeing.
• Investment Service: The firm assists clients in building and managing diversified investment portfolios designed to align with individual goals and risk tolerance.
• Life Insurance Agency: Kolb Financial & Insurance Services offers a selection of life insurance policies, ensuring families are protected in the event of unforeseen circumstances.

Accessibility and Amenities

Recognizing the importance of inclusivity, Kolb Financial & Insurance Services has prioritized accessibility. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to serving all clients comfortably. Furthermore, they maintain a strong online presence through their website: Website: kolbfs.com.

Client Feedback and Reputation

Based on the positive feedback observed through Google My Business, Kolb Financial & Insurance Services enjoys a notably high level of client satisfaction. The average opinion reflects a robust 4.7/5, indicating a commitment to professionalism, knowledge, and client care. It’s evident that clients appreciate not only the expertise of their advisors, particularly Rob Kolb, but also the consistently reliable service they receive regarding both financial planning and insurance coverage. Many long-term clients have expressed satisfaction with their home and auto insurance arrangements, highlighting the firm’s dedication to building lasting relationships.

Key Takeaways & Recommendation

Kolb Financial & Insurance Services presents itself as a trustworthy and knowledgeable partner in navigating the complexities of personal finance. Their integrated approach – combining financial advice, investment management, and insurance solutions – positions them uniquely to address a wide spectrum of client needs. The firm’s dedication to accessibility and a high level of client satisfaction suggests a genuine commitment to providing exceptional service. For anyone seeking a dedicated and competent financial advisor, we strongly recommend exploring their offerings further. To learn more about their services and schedule a consultation, we encourage you to visit their website: kolbfs.com.

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👍 Reviews of Kolb Financial & Insurance Services

Liz G.

5/5

Kolb Financial & Insurance Services is an amazing group of people. Friendly and personable, but more importantly... they know their business inside and out. Rob Kolb simply has a wealth of knowledge about any money matters you're interested in. You can ask him a simple question or you can trust him with your life savings. We've also had our home and auto insurance with this group for years and are completely satisfied. Don't hesitate to give them a call!

Karen L.

5/5

Rob has been a great advisor. He listens and helps find the best options for our retirement. We are more than happy with our decision to work with Kolb Financial. Highly recommend!

Jennifer L.

5/5

My husband and I feel so much more comfortable and confident in our financial security as we head into our retirement years. Rob Kolb is not only knowledgeable about his retirement investment products, but he also took the required time for us to understand the financial path he is leading us on. I highly recommend Kolb Financial & Insurance Services.

Marty M.

5/5

Rob has been professional & exemplary in advising us to obtain our financial goals! I would highly recommend him and his firm.

Raft R.

5/5

So happy I found Go Green Financial. Rob is extremely knowledge and helpful. He made me feel well educated to make some really beneficial decisions. I feel safe and taken care of with Rob on my side. I highly recommend

Jose D.

5/5

MR. Kolb is very knowledgeable, easy to work with and very patient. It is a pleasure working with such a professional!

Matt A.

5/5

Rudy T.

5/5