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Innovative Wealth Partners LLC

333 E City Ave, Bala Cynwyd, PA 19004

Background Check

Company Profile

Industry:Financial Advisor, Insurance Companies

Registration:1992

Site:mainlinewealthmanagement.com

Phone:(610) 668-1400

Description:Kevin A. Ross, Financial Planner, Investment Adviser and Wealth Management firm based in Bala Cynwynd Pa. Serving metro Philadelphia clients for over 20 years. 5-star Wealth Manager Award Winner 2011-12. We provide complete wealth management advisory services - financial planning, estate planning, retirement planning, life insurance, etc.

Member:Kevin M. Ross

Open Hours:Mon 08:00 AM - 06:00 PM, Tue 08:00 AM - 06:00 PM, Wed 08:00 AM - 06:00 PM, Thu 08:00 AM - 06:00 PM, Fri 08:00 AM - 06:00 PM, By Appointment .

Licensed:Yes

Service area:Metro Philadelphia, Main Line Suburbs, Southeastern Pennsylvania, Montgomery, Bucks, and Delaware Counties

Free estimates:Free Financial Plan

Excluded services:Auto Insurance, Tax Preparation


Who has worked at Innovative Wealth Partners LLC

Position at Innovative Wealth Partners LLC Previous job position
June Suter
Executive Assistant/Office ManagerSince Sep 2014
Liberty Insurance BrokersExecutive Assistant Dec 2013 - Feb 2014
Richard Balance
OwnerSince Apr 2009
Founder and PresidentSince Apr 2009
IWPCEO 2013 - 2013
This is my Business

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