Kolb Financial & Insurance Services

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

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. 💛💃✨

You’ve HEARD IT. 🗣️But do you know the TRUTH?Swipe to see the truth about three of the biggest financial misconceptions ...
09/15/2025

You’ve HEARD IT. 🗣️
But do you know the TRUTH?

Swipe to see the truth about three of the biggest financial misconceptions when it comes to Life Insurance Planning.

Don’t let myths hold you back. Start a discussion with us about your options today!
https://createyourownappointment.as.me/DiscoveryCall

SEPTEMBER IS LIFE INSURANCE AWARENESS MONTH!We believe life insurance isn’t just a policy—it’s a foundation of a sound f...
09/11/2025

SEPTEMBER IS LIFE INSURANCE AWARENESS MONTH!
We believe life insurance isn’t just a policy—it’s a foundation of a sound financial plan. Whether you're starting a family, growing your business, or preparing for retirement, your needs change—and your coverage should too.

Don't wait, schedule a review with us today
🗓️ https://createyourownappointment.as.me/

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

Alerts

Be the first to know and let us send you an email when Kolb Financial & Insurance Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kolb Financial & Insurance Services:

Shortcuts

Share

Category