Molly Sebold
Wealth Management Partner at Boulay
Based in Minnetonka, United States
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Seniority
Director
Department
Finance & Accounting
Location
Minnetonka
Industry
Accounting
Company size
440
Contact information
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m•••••••@boulaygroup.com
Phone
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Background
About Molly Sebold
Molly has been providing wealth management and tax services to individuals and businesses at Boulay since 2004. She is recognized for her passionate pursuit of creative financial planning strategies that help her clients reach their financial goals. Molly has specific expertise in the areas of social security and retirement planning. She assists clients in defining and achieving their financial goals and objectives, and she consults with clients regarding qualified and non-qualified retirement plans, education funding, social security and retirement planning. Molly also helps clients manage their financial risks by identifying appropriate insurance, investment, tax, and estate planning strategies. Boulay works with individuals, closely-held businesses and public companies who are, or who aspire to be financially successful. Its focus is to protect its clients’ businesses, build their wealth and secure their future by partnering with them and integrating its depth of experience in accounting, tax and financial consulting services designed to “help them get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Ste 300 Akron, Ohio 1-800-765-5201. Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. Contact Molly at: 952.841.3004 msebold@boulaygroup.com
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