Angie's List is now Angi. Learn more

Find top-rated Pros in your area

Enter a zip code and get matched to businesses near you.

Columbia Wealth Management LLC.

Founded 2015 • With Angi since October 2016

N/A
Notary
Banking/Credit Unions
Website Design & Development
Property Management
Phone Sales

Description

Financial Services...

Other local Pros in your area

Upper Left Wealth Management

UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.  

Hedy Wolf - Transcription and Typing

Hi, I'm Hedy at hwolf3@verizon.net. I have been doing transcription for 21 years in various areas including legal, medical, entertainment, science and academic. I also do typing projects such as manuscripts, reports, data entry and Excel. You can contact me by phone or email at hwolf3@verizon.net. Website is https://www.wolftranscription.com/  

Value Mortgage Inc.            (Todd Kono - Owner)

2013, 2015 and 2016 Angie's List Super Service Award Winner! I am the Owner of Value Mortgage Inc. and have been originating loans for my clients for the last 20 plus years. Every loan is tailored to the customers needs and wants, both short term and long term. By utilizing many wholesale lenders and the most recent programs I provide a game plan that will be best suited for you.  

Angi Super Service Award badge
Super Service
Award 2020
Offers by Value Mortgage Inc.            (Todd Kono - Owner) on Angi

Verified Reviews

This pro does not have any ratings or reviews.

Have you hired Columbia Wealth Management LLC.? Be the first to share your experience and help other people looking to hire this Pro.

Write a review

Services Offered

Financial management, small/big business portfolio management, Retirement

Services Not Offered

Ask for details

General Information
Free Estimates
No
Eco-Friendly Accreditations
Yes
Payment Options
Check, Visa, MasterCard, American Express, Discover, PayPal, Financing Available
Senior Discount
No
Warranties
No