Main Line Group Wealth Management

Investment Bank/Securities Brokerage - Conshohocken, PA, US

Main Line Group Wealth Management Employees
Kathy Acosta

Assistant

Contact Kathy Acosta

Marcus Nunes

Business Development Officer

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DOUGLAS KOBAK

Senior Advisor, Principal & CEO

Contact DOUGLAS KOBAK

Contact All Main Line Group Wealth Management Employees
Main Line Group Wealth Management Senior Management
DOUGLAS KOBAK

Senior Advisor, Principal & CEO

Contact DOUGLAS KOBAK

Contact All Main Line Group Wealth Management Employees
Main Line Group Wealth Management Details

Main Line Group Wealth Management has been helping generations of investors grow, protect, and manage wealth since 2009. We continue that proud tradition by providing comprehensive wealth management services and customized advice. Our focus includes investment counsel, insurance review, and liability management, along with retirement, education, and trust and estate planning. Additionally, we assist business owners with succession planning and employee retirement plans.Our professionals have more than 30 years of combined experience in the financial services industry, and look forward to helping future generations grow, protect, and manage their wealth.

Main Line Group Wealth Management logo, Main Line Group Wealth Management contact details
Website: mlgwm.com
Employees: 5 - 9
HQ: N/A
Location: Conshohocken, PA, US
Revenue: Not Available
Wealth Advisory Asset Management Retirement Planning Risk Management Financial Planning Executive Financial Planning Estate Planning Cash Flow Analysis Wealth Transfers Client Relationships Stock Options
Main Line Group Wealth Management Technologies
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