Epstein & Kolacz Financial Advisors

Rockwall, United States

5

Closed now

1 review

Contacts

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Telephone:
+1 972-771-9411
Website:
www.ekfinancialadvisors.com
Address:
2600 Ridge Rd, Rockwall, TX, 75087
Categories:
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Today

Today 8:00 am – 5:00 pm
Closed now
Local time (Rockwall) 9:25 PM Thursday, May 29, 2025

Business hours

Monday 8:00 am – 5:00 pm
Tuesday 8:00 am – 5:00 pm
Wednesday 8:00 am – 5:00 pm
Thursday 8:00 am – 5:00 pm
Friday 8:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

Helping Small Business Owners, Retirees, Pre-​Retirees and Individuals find the best places to invest their money, working with a CPA who is also looking for the most tax efficient way as well.

History

Established in 2010.

Brad and Mike have over 20 years experience each

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1 review of Epstein & Kolacz Financial Advisors

No registration required
Place rating: 5
Plano, TX
Mike Kolacz has been our financial advisor and health insurance expert for over 20 years. He just came out and counseled me on my Medicare options and supplements. I will be purchasing the supplement he recommended this month. He also manages our Roth IRA’s and life insurance. The best part is that I don’t have to go online to try to evaluate these products because he knows all the major players and their pros and cons. I have always been extremely please with his selections and services. I think you will be too!