Kolacz & Epstein

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2600 Ridge Rd Ste 206, Rockwall, Texas, ...

Phone Number

(972) 771-9411

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Kolacz & Epstein

Fiduciary offers a comprehensive range of financial services including retirement planning, wealth management, estate strategy, and investment insights tailored to meet the unique needs of their clients. Their target audience includes young professionals, pre-retirees, small business owners, working professionals, and families seeking to optimize their financial strategies. The company emphasizes building long-term relationships through open communication and personalized financial planning. With a team of seasoned professionals, Fiduciary aims to guide clients through every phase of their financial journey.Explore more
Kolacz & Epstein's Social MediaPopular SearchesKolacz & Epstein LLCEpstein & Kolacz Financial AdvisorsEpstein & Kolacz Wealth ManagementEpstein Kolacz Financial AdvisorsEpsteinSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kolacz & Epstein

<$5M
1-10
Private
-
2007
N/A
$9.1M
11-50
Private
<$5M
1975
WY
Wesley YuhnkeChief Investment Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
<$5M
2013
DA
Daisy ApodacaManager, Financial
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kolacz & Epstein is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kolacz & Epstein is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kolacz & Epstein.

Kolacz & Epstein Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Kolacz & Epstein

What is Kolacz & Epstein's official website?
Kolacz & Epstein's official website is www.myekwealth.com
What is Kolacz & Epstein's Revenue?
Kolacz & Epstein's revenue is <$5 Million
What is Kolacz & Epstein's SIC code?
Kolacz & Epstein's SIC: 62,628
What is Kolacz & Epstein's NAICS code?
Kolacz & Epstein's NAICS: 52,523
How many employees does Kolacz & Epstein have?
Kolacz & Epstein has 1-10 employees
What industry does Kolacz & Epstein belong to?
Kolacz & Epstein is in the industry of: Finance, Securities Trading
What is Kolacz & Epstein competition?
Kolacz & Epstein top competitors include: Fountainhead Wealth, FCA Corp, Oaks Financial Management, wellplanned finance
What technology does Kolacz & Epstein use?
Some of the popular technologies that Kolacz & Epstein uses are: Cloudflare Website Optimization, Datadog, BBB For Businesses, Microsoft 365
How do I contact Kolacz & Epstein?
Kolacz & Epstein contact info: Phone number: (972) 771-9411 Website: www.myekwealth.com
What does Kolacz & Epstein do?

Fiduciary offers a comprehensive range of financial services including retirement planning, wealth management, estate strategy, and investment insights tailored to meet the unique needs of their clients. Their target audience includes young professionals, pre-retirees, small business owners, working professionals, and families seeking to optimize t... heir financial strategies. The company emphasizes building long-term relationships through open communication and personalized financial planning. With a team of seasoned professionals, Fiduciary aims to guide clients through every phase of their financial journey.Read More

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

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