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Investment Adviser and Certified Financial Planning1-10 Employees
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Investment Adviser and Certified Financial Planning
Rolek Retirement Planning

As a Registered Investment Advisor (RIA), we are independent, and not tied to any particular investment products or company. RIAs offer investors an independent alternative to the predominantly sales-oriented, broker-driven model of investment advice. RIAs are duty-bound, as fiduciaries, to put clients’ interests first.
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Kyle Rolek, CFP®
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Investment Adviser and Certified Financial Planner
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