Plan My Route

Opening Hours

Open: 08:30AM - 05:00PM
Monday

08:30AM - 05:00PM

Tuesday

08:30AM - 05:00PM

Wednesday

08:30AM - 05:00PM

Thursday

08:30AM - 05:00PM

Friday

08:30AM - 05:00PM

Saturday

Closed

Sunday

Closed

Our fee-only advisors provide personal investment management and fiduciary services in Boca Raton, Florida.

Leave a Review

Only registered users can add a review

Showing 1 from 1 Reviews

Count:
Sort by:
Order:
David G June 19, 2019 11:26 pm
Rating

WHAT AN INSULT
Mr Kollra is just another advisor who wastes your time with endless charts and info that are useless .
Spread sheets that make no sense ! And when confronted about their content. He becomes enraged. Well imagine when I share his proposal to other financial advisors they just laugh

And THE APPALLING comment. If you just said hey i have x amount to give you can I withdraw x amount for 25 years. ?????? Are you kidding me. THATS EXACTLY what i wanted to know.

What a huge disappointment.