Kollar Wealth Advisors

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

5 Revere Dr Ste 200, Northbrook, Illinoi...

Phone Number

(847) 291-4300

Revenue

<$5 Million

Industry

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

About Kollar Wealth Advisors

Kollar Wealth Advisors, LLC specializes in wealth management services primarily for retirees, addressing their financial concerns such as income sustainability, inflation, taxation, and healthcare costs. With a focus on creating tailored investment strategies, the firm aims to help clients navigate their financial decisions and life transitions. The company emphasizes trust, honesty, and integrity in its client relationships, fostering open communication to understand individual goals and risk tolerance. Their experienced team is dedicated to guiding clients through the complexities of retirement planning and financial management.Explore more
Kollar Wealth Advisors's Social MediaPopular SearchesKollar Wealth Advisors LLCKollar Wealth AdvisorsMark KollarSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kollar Wealth Advisors

<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
-
JC
James ConleyFinancial Advisor
<$5M
1-10
Private
-
2021
DO
Derek OlsonVice President. Managing Partner, Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
BC
Brian CollinsChief Investment Officer
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2012
PR
Paul RagonePresident & Manager, Wealth
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kollar Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kollar Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kollar Wealth Advisors.

Kollar Wealth Advisors Tech Stack

A closer look at the technologies used by Kollar Wealth Advisors

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Frequently Asked Questions Regarding Kollar Wealth Advisors

What is Kollar Wealth Advisors's official website?
Kollar Wealth Advisors's official website is www.kollarwealthadvisors.com
What is Kollar Wealth Advisors's Revenue?
Kollar Wealth Advisors's revenue is <$5 Million
What is Kollar Wealth Advisors's SIC code?
Kollar Wealth Advisors's SIC: 62,628
What is Kollar Wealth Advisors's NAICS code?
Kollar Wealth Advisors's NAICS: 52,523
How many employees does Kollar Wealth Advisors have?
Kollar Wealth Advisors has 1-10 employees
What industry does Kollar Wealth Advisors belong to?
Kollar Wealth Advisors is in the industry of: Finance, Securities Trading
What is Kollar Wealth Advisors competition?
Kollar Wealth Advisors top competitors include: Panichi Blair Wealth Advisors, LC Wealth Management, Di Fiducia, Golden Corner Wealth Advisors
What technology does Kollar Wealth Advisors use?
Some of the popular technologies that Kollar Wealth Advisors uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Vimeo
How do I contact Kollar Wealth Advisors?
Kollar Wealth Advisors contact info: Phone number: (847) 291-4300 Website: www.kollarwealthadvisors.com
What does Kollar Wealth Advisors do?

Kollar Wealth Advisors, LLC specializes in wealth management services primarily for retirees, addressing their financial concerns such as income sustainability, inflation, taxation, and healthcare costs. With a focus on creating tailored investment strategies, the firm aims to help clients navigate their financial decisions and life transitions. Th... e company emphasizes trust, honesty, and integrity in its client relationships, fostering open communication to understand individual goals and risk tolerance. Their experienced team is dedicated to guiding clients through the complexities of retirement planning and financial management.Read More

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

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