Welcome to Wolk Financial Management, where all of your financial needs will be personally handled in a timely and professional manner. Evan Wolk founded Wolk Financial over 8 years ago, and since then the firm has developed a reputation for its commitment to personalized, quality service.
With its office in South Florida, Wolk Financial Management serves clients in multiple states across the country. Evan holds securities licenses in California, Colorado, Connecticut, Florida, Illinois, Massachusetts, New York, New Jersey, Pennsylvania, Texas, Virginia, and Wisconsin. He is licensed to provide advisory services in California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, , Pennsylvania, , Texas, and Wisconsin. Additionally, he is licensed to sell insurance products in Florida and New York.
Wolk Financial Management distinguishes itself in the marketplace through its commitment to quality communication. Evan is available to speak with clients at all times. He understands that questions and concerns may arise outside of normal business hours, and is accessible by phone outside of business day. Additionally, he understands the importance of in-person meetings in financial advisory process and his door is always open.