Roz Kovel's Colleagues at Accelerated Wealth
Roz Kovel's Contact Details
HQ
719-466-5627
719-466-5627
Location
Company
Accelerated Wealth
Accelerated Wealth
Roz Kovel's Company Details
Our comprehensive planning process involves the use of our proprietary Five Basket Financial Plan(R). We believe that a nest egg should be divided appropriately between each of the 5 Baskets not only to diversify across investments, but diversify across strategies. As an SEC Registered Investment Advisory Firm, we operate as fiduciaries, meaning there is a legal standard requiring the client's best interest to be placed permanently at the front of every recommendation and strategy. Our goal is to provide confidence and peace of mind, through the conduit of sound financial planning.
Frequently Asked Questions about Roz Kovel
Roz Kovel currently works for Accelerated Wealth LLC.
Roz Kovel's role at Accelerated Wealth LLC is Owner.
Roz Kovel's email address is ***@acceleratedwealth.com. To view Roz Kovel's full email address, please signup to ConnectPlex.
Roz Kovel works in the Financial Services industry.
Roz Kovel's colleagues at Accelerated Wealth are Michelle Palmer, Meghan Morales, Brenda Kordeliski, Charles Smith, Susan Auer, Ewa Allen, Chris Abeyta and others.
Roz Kovel's phone number is 719-466-5627