Cola Wealth Advisors
Contact
- Address
- 4580 Sunset Boulevard, Lexington, South Carolina, 29072
- Phone
- (803) 748-7666
- Website
- colawealthadvisors.com/
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 06:00am – 06:00pm |
| Tuesday | 06:00am – 06:00pm |
| Wednesday | 06:00am – 06:00pm |
| Thursday | 06:00am – 06:00pm |
| Friday | 06:00am – 06:00pm |
| Saturday | Closed |
Description
Our firm was founded by Rick Mantei who began his career at Merrill Lynch in 1982. From humble beginnings we have built a team of 13 licensed advisors with over 200 years of cumulative industry experience and manage approximately 1.2 Billion dollars in assets. With a support staff of 21 working tirelessly to service over 2600 client families, our scope goes far beyond the local reach of our 4 branch offices. Our team is licensed in 38 states and carries a wealth of knowledge in the areas of asset management, financial and estate planning, unique insurance strategies and tax planning.