Kathleen Roat

Accounting for Legal Practices · Florida, United States · 1-10 Employees

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Overview

Headquarters

1115 Edgewater Dr, Orlando, Florida, 328...

Phone Number

(407) 999-2551

Revenue

<$5 Million

Industry

Accounting for Legal Practices Insurance Business Services
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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1

About Kathleen Roat

Kathleen Roat & Company is a financial services firm with over 30 years of experience, specializing in tax consulting, preparation, and insurance planning for life and long-term care needs. The company offers a range of complementary financial services aimed at helping clients navigate their financial futures. Their clientele primarily consists of individuals who are concerned about their financial stability and seek a trusted partner in Kathleen Roat & Company. The firm emphasizes the importance of taking action to alleviate financial fears.Explore more
Popular SearchesKathleen Roat & Company IncKathleen Roat & Co IncKathleen Roat & CoKathleen Roat Company IncKathleen Roat and Company IncSIC Code 72,729NAICS Code 54,541Show more

Kathleen Roat Org Chart

PhoneEmail
KR
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kathleen Roat

<$5M
1-10
Private
-
1995
KR
Kathleen RoatFounder & President
<$5M
1-10
Private
-
2005
JB
Joel BalliManager, Customer Experience
<$5M
1-10
Private
-
2014
TS
Tracey ScheerDirector, Operations
<$5M
1-10
Private
-
1999
CS
Christian SchneiderFinancial Investment Advisor & Advisor & Representative
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
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Company Profile Activity

i

Among all Business Services companies

Low Activity

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Activity Insights

Kathleen Roat is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Kathleen Roat is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Kathleen Roat.

Kathleen Roat Tech Stack

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Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Kathleen Roat

What is Kathleen Roat's official website?
Kathleen Roat's official website is www.kathleenroatco.com
What is Kathleen Roat's Revenue?
Kathleen Roat's revenue is <$5 Million
What is Kathleen Roat's SIC code?
Kathleen Roat's SIC: 72,729
What is Kathleen Roat's NAICS code?
Kathleen Roat's NAICS: 54,541
How many employees does Kathleen Roat have?
Kathleen Roat has 1-10 employees
What industry does Kathleen Roat belong to?
Kathleen Roat is in the industry of: Accounting for Legal Practices, Insurance, Business Services
What is Kathleen Roat competition?
Kathleen Roat top competitors include: Girard Financial Group, Retirement Planning Center, Yeomans Consulting Group, Way Financial
What technology does Kathleen Roat use?
Some of the popular technologies that Kathleen Roat uses are: GoDaddy DNS
How do I contact Kathleen Roat?
Kathleen Roat contact info: Phone number: (407) 999-2551 Website: www.kathleenroatco.com
What does Kathleen Roat do?

Kathleen Roat & Company is a financial services firm with over 30 years of experience, specializing in tax consulting, preparation, and insurance planning for life and long-term care needs. The company offers a range of complementary financial services aimed at helping clients navigate their financial futures. Their clientele primarily consists of... individuals who are concerned about their financial stability and seek a trusted partner in Kathleen Roat & Company. The firm emphasizes the importance of taking action to alleviate financial fears.Read More

Is Kathleen Roat a public company?
Kathleen Roat is private company therefore does not currently have an official ticker symbol
See more information about Kathleen Roat

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