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Bolt Financial Group

EST. AUM
$107,633,253

CONTACTS
2

CLIENT ACCOUNTS
879

Firm Details

Metro area Columbus
CRD Number 291799
Website boltfinancialgroup.com
Client types

Overview

Bolt Financial Group is a fee-only financial planning and investment advisory firm based in Worthington, Ohio. The company offers financial planning and investment management services, primarily for clients planning for retirement. Bolt Financial Group provides guidance to help clients make financial decisions and offers support through different financial situations with a focus on long-term planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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