Wolf Financial Advisory is a full-service, Financial Planning, Tax & Insurance Firm. We have helped hundreds of families throughout Southwest Michigan pursue their financial goals.
| Website | https://wolffinancialadvisory.com/ |
| Employees | 10 (6 on RocketReach) |
| Founded | 2018 |
| Address | 728 Pleasant St 4, Saint Joseph, Michigan 49085-3908, US |
| Phone | +1 269-982-1988 |
| Industry | Financial Services |
| Keywords | Financial Planning, Tax Planning, Financial Advisor, Insurance Services, Financial Consulting, Wealth Management, Tax Preparation, Tax Services, Investment Advice, Insurance Solutions, Financial Security, Retirement Planning, Investment Strategies, Risk Management, Wealth Preservation, Financial Future, Estate Planning, Retirement Planning Services, Estate Planning Attorney, Long-Term Care Insurance |
| Competitors | Vanguard, Fidelity Investments, Schwab Advisor Services, Merrill Lynch, TD Ameritrade, Edward Jones, Raymond James, Morgan Stanley, J.P. Morgan, Wells Fargo +50 more (view full list) |
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Wolf Financial Advisory Questions
James Koenig Sr is the President and Senior Wealth Advisor of Wolf Financial Advisory.
6 people are employed at Wolf Financial Advisory.
Wolf Financial Advisory is based in Saint Joseph, Michigan.
Top Wolf Financial Advisory Employees
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James Koenig Sr
President and Senior Wealth Advisor at Wolf Financial Advisory
Saint Joseph, MI, US14 -
Robert Wolf
CEO, Financial Advisor at Wolf Financial Advisory
Saint Joseph, MI, US22 -
Amanda Opulskas
President at Wolf Financial Advisory
Saint Joseph, MI, US -
Michael Rock
Financial Planning Assistant at Wolf Financial Advisory
Saint Joseph, MI, US12 -
Jonathan Foster
Marketing and Event Coordinator at Wolf Financial Advisory
Saint Joseph, MI, US -
Joe Green
Senior Advisor, Portfolio Manager at Wolf Financial Advisory
Saint Joseph, MI, US
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