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Kinecta Wealth Management

EST. AUM
$2,000,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 136597
Website ameripriseadvisors.com
Client types

Overview

Kinecta Wealth Management is a dedicated financial advisory and investment planning division of Kinecta Federal Credit Union. The firm provides comprehensive, personalized financial strategies tailored to each client’s life goals, including retirement planning, wealth accumulation, estate planning, and education funding. It operates with a mission to offer clients objective, thoughtful guidance supported by a broad range of financial products and services. Kinecta Wealth Management emphasizes long-term relationships and positions itself as a trusted partner in navigating financial decisions across all life stages.

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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