Dakota
Dakota
Book a Demo
Talk to an Expert

Kickstand Wealth Advisors

EST. AUM
$633,474,215

CONTACTS
3

CLIENT ACCOUNTS
1,976

Firm Details

Metro area Rochester
CRD Number 327022
Website kickstandwealth.com
Client types

Overview

Kickstand Wealth Advisors offers wealth management services that include investment management, retirement planning, insurance, tax strategies, estate planning, mortgages, and college planning. The firm acts as a fiduciary, focusing on clients' interests and working with external professionals, such as CPAs and attorneys, to provide coordinated financial strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy