Melissa Kolcz
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Executive Summary
Melissa Kolcz is a highly experienced financial planner with 19.3 years of work experience. She possesses a wide range of skills including marketing, event planning, social media, customer service, and advertising. Based in South Yarmouth, Massachusetts, Melissa is dedicated to providing guidance and support to individuals and families in retirement. She is a compassionate team of professionals who can trust to collaborate with integrity on financial goals. Melissa is open to connecting with clients and reviewing their financial plans, including income strategy, investment portfolio, tax efficiencies, and estate plans.
Contact Information
Current Workspace
Beacon Financial Planning
At Beacon we cultivate long lasting client relationships because compassion, trust and integrity are at the core of everything we do. We look forward to developing a long and prosperous relationship with you.&Client Service Associate
At Beacon we cultivate long lasting client relationships because compassion, trust and integrity are at the core of everything we do. We look forward to developing a long and prosperous relationship with you.
Client Service Associate
Professional Background
Personal Interests
Colleagues
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