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Financial Advisers

 

 

 

Benefit Plan Services for Agents & Brokers

At Kolb+Co., we work with you to bring the experience necessary to provide exceptional service for our clients.

At Kolb+Co., we allow you to focus on serving your clients needs while we handle the plan administration. With an average industry experience level of 10 years, our team members provide exceptional personalized service. We maintain client relationships by assisting you with ongoing educational meetings at both sponsor and participant levels.

You can be assured of our objectivity and integrity in honoring your client relationships. If you provide services that Kolb+Co.'s other entities specialize in, we will be happy to enter into a limited non-compete agreement as an assurance of our commitment to you as our partner.

Benefit Plan Services