Mick Kolteski, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Estate and legacy strategies
  • Business retirement plans
  • Wealth strategies
  • Business owner considerations
  • Retirement savings strategies

About Mick

I started my practice with Edward Jones in 2008, and it seemed like a natural transition from my previous financial services roles. I have accumulated a vast knowledge of finance and ways of serving clients, and being able to give back and help others is very important to me.

I like to get to know all my clients and what's important to them by using an established process to discover their values, needs and dreams. We sit down and go through each aspect of their lives so that together we can create a personalized strategy to help them achieve their...

Work History

  • Edward JonesMarch 2008 to Current

Personal Interests

  • Camping
  • Home Improvement
  • Spending Time with Family
  • Active Lifestyle
  • Traveling

Team Members

  • Doug Adams
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More