Alo Financial Planning

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

200 E Evergreen Ave Ste 127, Mount Prosp...

Phone Number

(224) 250-9373

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Alo Financial Planning

Alo Financial is a financial planning firm dedicated to assisting corporate executives in achieving a retirement that is tax-wise, income-smart, and experience-rich. They specialize in creating personalized retirement plans tailored to individual lifestyles, goals, and financial strategies. Catering primarily to clients from the Chicago suburbs, Alo Financial aims to provide experienced guidance as clients transition into retirement. Their services include comprehensive financial planning and ongoing wealth management, with transparent pricing based on assets under management.Explore more
Alo Financial Planning's Social MediaPopular SearchesAlo Financial Planning®Alo Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Alo Financial Planning Org Chart

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Compare insights from companies similar to Alo Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alo Financial Planning

<$5M
1-10
Private
-
2018
$5.1M
11-50
Private
-
1986
N/A
<$5M
11-50
Private
-
1995
EL
Erin LuttonClient Services Coordinator
<$5M
1-10
Private
-
2004
CM
Cindy MatrangaFounder & Chief Operating Officer
<$5M
1-10
Private
-
-
KS
Katherine SilovskyChief Operating Officer & Partner
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
N/A
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Company Profile Activity

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Activity Insights

Alo Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Alo Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alo Financial Planning.

Alo Financial Planning Tech Stack

A closer look at the technologies used by Alo Financial Planning

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Frequently Asked Questions Regarding Alo Financial Planning

What is Alo Financial Planning's official website?
Alo Financial Planning's official website is alo.financial
What is Alo Financial Planning's Revenue?
Alo Financial Planning's revenue is <$5 Million
What is Alo Financial Planning's SIC code?
Alo Financial Planning's SIC: 62,628
What is Alo Financial Planning's NAICS code?
Alo Financial Planning's NAICS: 52,523
How many employees does Alo Financial Planning have?
Alo Financial Planning has 1-10 employees
What industry does Alo Financial Planning belong to?
Alo Financial Planning is in the industry of: Finance, Securities Trading
What is Alo Financial Planning competition?
Alo Financial Planning top competitors include: Holmes Group, Financial Planning, Hargrave Fiduciary Advisors, Platinum Wealth Management
What technology does Alo Financial Planning use?
Some of the popular technologies that Alo Financial Planning uses are: NS1, Squarespace Online Stores, Adobe Typekit, Vimeo
How do I contact Alo Financial Planning?
Alo Financial Planning contact info: Phone number: (224) 250-9373 Website: alo.financial
What does Alo Financial Planning do?

Alo Financial is a financial planning firm dedicated to assisting corporate executives in achieving a retirement that is tax-wise, income-smart, and experience-rich. They specialize in creating personalized retirement plans tailored to individual lifestyles, goals, and financial strategies. Catering primarily to clients from the Chicago suburbs, Al... o Financial aims to provide experienced guidance as clients transition into retirement. Their services include comprehensive financial planning and ongoing wealth management, with transparent pricing based on assets under management.Read More

What are Alo Financial Planning social media links?
Alo Financial Planning Linkedin page
Is Alo Financial Planning a public company?
Alo Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Alo Financial Planning

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