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Wolk Financial Management

(954) 937-0232 (866) 700-0712 6343 NW 72nd Place, Pompano Beach, FL 33067 Official site

Categories: Financial Planning

The Details

WELCOME TO WOLK FINANCIAL MANAGEMENT Established in July of 2006, Wolk Financial Management is a full-service financial management firm under the direction of Evan Wolk. Previously a Financial Advisor affiliated with Smith Barney, Evan believes that founding WFM better enabled him to provide his clients a high level of service while taking into account time constraints, risk tolerance and investment goals. Evan Wolk offers securities and advisory services through KMS Financial Services, Inc. KMS clears and custodies securities transactions through Pershing, LLC, a wholly-owned subsidiary of the Bank of New York.

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