JK Financial Planning

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

94 Montclair Rd Ste 102, Vernon Hills, I...

Phone Number

(847) 840-7496

Revenue

<$5 Million

Industry

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

JK Financial Planning specializes in personalized financial planning services, including retirement and divorce planning, with over 15 years of experience. The firm is dedicated to educating clients about their finances and providing tailored strategies to achieve financial success. Led by Jeff Kostis, a certified financial planner, the company emphasizes a client-driven approach, ensuring that each plan is customized to meet individual needs. As a fiduciary and independent firm, JK Financial Planning offers guidance without the pressure of sales, focusing on the best fit for each client's financial situation.Explore more
JK Financial Planning's Social MediaPopular SearchesJk Financial Planning IncJk Financial PlanningFinancial PlanningJK Financial Planning isSIC Code 62,628NAICS Code 52,523Show more

JK Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JK Financial Planning

<$5M
1-10
Private
<$5M
2007
JK
Jeffrey KostisFinancial Planner
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JK Financial Planning financials insights

Gather financial insights about JK Financial Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$18K

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JK Financial Planning Tech Stack

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Frequently Asked Questions Regarding JK Financial Planning

What is JK Financial Planning's official website?
JK Financial Planning's official website is www.jkfinancialplanning.com
What is JK Financial Planning's Revenue?
JK Financial Planning's revenue is <$5 Million
What is JK Financial Planning's SIC code?
JK Financial Planning's SIC: 62,628
What is JK Financial Planning's NAICS code?
JK Financial Planning's NAICS: 52,523
How many employees does JK Financial Planning have?
JK Financial Planning has 1-10 employees
What industry does JK Financial Planning belong to?
JK Financial Planning is in the industry of: Finance, Securities Trading
What is JK Financial Planning competition?
JK Financial Planning top competitors include: Safe Landing Financial, Sterling Total Wealth Solutions, Lunsford Financial Planning, Handford Financial Strategies
What technology does JK Financial Planning use?
Some of the popular technologies that JK Financial Planning uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact JK Financial Planning?
JK Financial Planning contact info: Phone number: (847) 840-7496 Website: www.jkfinancialplanning.com
What does JK Financial Planning do?

JK Financial Planning specializes in personalized financial planning services, including retirement and divorce planning, with over 15 years of experience. The firm is dedicated to educating clients about their finances and providing tailored strategies to achieve financial success. Led by Jeff Kostis, a certified financial planner, the company emp... hasizes a client-driven approach, ensuring that each plan is customized to meet individual needs. As a fiduciary and independent firm, JK Financial Planning offers guidance without the pressure of sales, focusing on the best fit for each client's financial situation.Read More

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

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