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Kelly Olczak Phones & Addresses

  • 9 Hardwood Hill Rd, Pittsford, NY 14534 (585) 381-7191 (585) 387-9716
  • Bloomfield, NY
  • 1433 State Route 96, Victor, NY 14564 (585) 381-2360
  • Scotia, NY
  • Rochester, NY
  • Mechanicville, NY
  • 9 Hardwood Hill Rd, Pittsford, NY 14534 (585) 381-7191

Work

Company: Edward jones Address: 1433 Pittsford Victor Rd, Victor, NY 14564 Phones: (585) 381-2360 Position: Manager Industries: Investment Advice

Education

Degree: High school graduate or higher

Resumes

Resumes

Kelly Olczak Photo 1

Managing Partner, Private Wealth Manager

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Location:
9 Hardwood Hill Rd, Pittsford, NY 14534
Industry:
Investment Management
Work:
Lynnleigh & Company, Llc
Managing Partner, Private Wealth Manager

Cornerstone Wealth Management, Usa
Private Wealth Manager
Education:
Suny Geneseo 1984 - 1994
Bachelors, Bachelor of Arts, Psychology
Keshequa Junior - Senior High School
College For Financial Planning
Skills:
Financial Strategies Regarding Retirement
Social Security
Long Term Care and Disability Insurance
Social Security and Medicare Education
Defined Benefit and Profit Sharing
Financial Strategies
Estate Consideration
Co Trustee and Managing Agent Services
Individual Retirement Plans Including Traditional Iras and Roth Iras
Retirement Planning
Education Savings and Insurance Needs
Long Term Care
Individual Retirement
Business Retirement
Life
Trust Service Including Trustee
Business Retirement Plans Including 401
Trust Service Including
Interests:
Family
Gardening
Hunters
Gourmet Food
Red Wines
Upholstering Furniture
Horse Showing
Breeding Thoroughbred Horses
Languages:
English
Certifications:
License 147602
Accredited Asset Management Specialis (Aams®)
Certified Financial Planner (Cfp®)
Kelly Olczak Photo 2

Kelly Olczak

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Kelly Olczak Photo 3

Kelly Olczak

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Business Records

Name / Title
Company / Classification
Phones & Addresses
Kelly Olczak
Manager
Edward Jones
Investment Advice
1433 Pittsford Victor Rd, Victor, NY 14564
Website: edwardjones.com
Kelly Olczak
Manager
Edward Jones
Investment Advice
1433 Pittsford Victor Rd, Victor, NY 14564
Website: edwardjones.com
Kelly L Olczak from Pittsford, NY, age ~56 Get Report