Kolb Financial & Insurance Services

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Kolb Financial & Insurance Services Your trusted partner for comprehensive financial and insurance solutions in Rocklin, CA

A few favorite moments from our recent Client Appreciation Murder Mystery Dinner aboard the Delta King! 🚢Thank you to al...
08/13/2026

A few favorite moments from our recent Client Appreciation Murder Mystery Dinner aboard the Delta King! 🚢

Thank you to all of our amazing clients who came dressed to impress and a Big Congratulations to all the teams who solved the mystery! 🏆

We had so much fun celebrating with you! And if you missed this one, we look forward to seeing you at our next event!

📸 : Dan Lewis

Our Advisor Team recently attended the 2026 Gradient Gala in Riviera Maya, Mexico. The event brought together financial ...
06/24/2026

Our Advisor Team recently attended the 2026 Gradient Gala in Riviera Maya, Mexico. The event brought together financial professionals from across the country to share ideas, explore industry trends, and discuss strategies for helping clients navigate an ever-changing financial landscape.

While there was plenty of business to discuss, they also managed to enjoy some fun, sunshine, and relaxation along the way!

Thank you to Gradient for an incredible event!

Join us for an upcoming 2-Day Workshop to learn how to develop a personalized strategy as you confront the challenges of...
02/18/2026

Join us for an upcoming 2-Day Workshop to learn how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world. 💼💰
👉 REGISTER https://forms.gle/x6qQ84Nq2iHWCQTD8

Kolb Financial & Insurance Services is actively looking to align with a CPA as a go-to resource for our clients’ tax pla...
01/13/2026

Kolb Financial & Insurance Services is actively looking to align with a CPA as a go-to resource for our clients’ tax planning and preparation needs. We are always being asked by clients for referrals in the Rocklin/Roseville/Lincoln area—and we’d love to point them toward someone local, knowledgeable, and client-focused. If you know a CPA you trust (or are one), please feel free to drop a name or reach out directly.

We also have an open office and meeting room available in our Rocklin business park location, if shared space or a satellite office would be of interest as part of a partnership.

Thanks in advance for any recommendations—and we look forward to connecting!

Robert Kolb & Braden Kolb were hard at work at the Gradient Investments Summit in Scottsdale, AZ last weekend! This even...
01/12/2026

Robert Kolb & Braden Kolb were hard at work at the Gradient Investments Summit in Scottsdale, AZ last weekend! This event brought advisors together for an energizing few days of insight, strategy, and connection.
A highlight of the summit was Danica Patrick, who joined as a featured speaker to share her perspective on high performance, discipline, leadership, and building a strong personal brand—lessons drawn from her career as a professional athlete and entrepreneur that resonate well beyond the racetrack.

An inspiring weekend filled with great ideas and momentum heading into the year ahead!! 🐢

Best Wishes from our Team at Kolb Financial & Insurance Services!
12/23/2025

Best Wishes from our Team at Kolb Financial & Insurance Services!

🦃 Thanksgiving tip: Try everything on the table… and while you’re at it, be sure not to skip any of the Services we offe...
11/27/2025

🦃 Thanksgiving tip: Try everything on the table… and while you’re at it, be sure not to skip any of the Services we offer, too!

🧡 Warm wishes from Kolb Financial & Insurance Services 🐢

🍷 One month until our Wine & Hors d’Oeuvres Exclusive Event! Invite-only, but here’s the secret: Send us a new client r...
09/30/2025

🍷 One month until our Wine & Hors d’Oeuvres Exclusive Event!

Invite-only, but here’s the secret: Send us a new client referral and your invite is on the way 👉 https://forms.gle/AV4ZKAf9kMThGaQu7

Save the Date-November 1st—it’s going to be an evening of fine wine, hors d’oeuvres, and gratitude. 💛💃✨

Address

4240 Rocklin Road, Suite 6
Rocklin, CA
95677

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19166240769

Website

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