CONNECT

Address:

1525 Valley Center Parkway, Suite 100
Bethlehem , PA 18017

Phone:

610-330-0305

Andrew Polony

Andrew Polony

Finacial Consultant

Andrew has built his practice by listening to the unique needs of each of his clients.  Through a balanced approach of investing and managing risk in the areas of retirement planning, wealth accumulation, and risk management, he works with his clients to tailor a financial plan that fits their goals for the future and brings them peace of mind.

 Throughout his career, he continues to build his knowledge in the areas of the accumulation phase of retirement planning, efficient strategies for retirement, as well as passing wealth to the next generation.  He obtained the AXA designation of Retirement Benefits Specialist in Tax Sheltered Plans in 2014. Through his continued dedication to his clients, he has become highly proficient on how to structure financial plans that benefit educators, public sector employees, and their families.

 

Andrew began his career soon after graduating from Kutztown University with a Bachelor’s of Science Degree in Business Management. He decided to dedicate himself to the career path of financial planning after initially interning in the field.  He found his passion in helping others plan for their future financial goals.    

 

Andrew works with a team of financial professionals in The Rockland Group-Wealth Management.  Through partnering with other individuals with additional specialized areas of practice, Andrew has been able to offer his clients a large resource base as they reach various financial milestones in life.

 

Andrew resides in Whitehall, PA.  He enjoys coaching football with his father and brother, as well as, working out at his local gym.   

Education:

 

Kutztown University-B.S. Business Management.

 

Licenses:

 

FINRA licenses: Series 7, 63, and 65

Life / Health Licenses

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 610-606-0578
Fax 610-606-0577
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck