Kovacs Wealth Management

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

101 Manchester Ave Ste 1, Forked River, ...

Phone Number

(732) 606-5526

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
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1
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About Kovacs Wealth Management

Kovacs Wealth Management specializes in helping clients protect, save, and grow their wealth through comprehensive financial planning and wealth management services. Their offerings include retirement planning, investment planning, tax planning, estate planning, and insurance planning. The firm aims to provide guidance tailored to individual financial situations, ensuring clients are well-informed about their investment knowledge. They serve a diverse clientele seeking to enhance their financial well-being.Explore more
Kovacs Wealth Management's Social MediaPopular SearchesKovacs Wealth ManagementKovacs WealthJesse T KovacsKovacswealthSIC Code 62,628NAICS Code 52,523Show more

Kovacs Wealth Management Org Chart

PhoneEmail
JK
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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kovacs Wealth Management

<$5M
11-50
Private
-
2017
JK
Jesse KovacsInvestment Advisor & Representative
$6.3M
11-50
Private
-
-
DH
Diane HallInvestment Advisor & Representative
<$5M
1-10
Private
-
2003
DC
Deana CruzManager, Operations
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
1934
RC
Robert ConatyVice President, Wealth Management
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Kovacs Wealth Management Tech Stack

A closer look at the technologies used by Kovacs Wealth Management

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Frequently Asked Questions Regarding Kovacs Wealth Management

What is Kovacs Wealth Management's official website?
Kovacs Wealth Management's official website is www.kovacswealth.com
What is Kovacs Wealth Management's Revenue?
Kovacs Wealth Management's revenue is <$5 Million
What is Kovacs Wealth Management's SIC code?
Kovacs Wealth Management's SIC: 62,628
What is Kovacs Wealth Management's NAICS code?
Kovacs Wealth Management's NAICS: 52,523
How many employees does Kovacs Wealth Management have?
Kovacs Wealth Management has 11-50 employees
What industry does Kovacs Wealth Management belong to?
Kovacs Wealth Management is in the industry of: Finance, Securities Trading
What is Kovacs Wealth Management competition?
Kovacs Wealth Management top competitors include: Capstone Financial Partners, Bagby Wealth Management, Coburn Financial, Gateway Financial Advisors
What technology does Kovacs Wealth Management use?
Some of the popular technologies that Kovacs Wealth Management uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Kovacs Wealth Management?
Kovacs Wealth Management contact info: Phone number: (732) 606-5526 Website: www.kovacswealth.com
What does Kovacs Wealth Management do?

Kovacs Wealth Management specializes in helping clients protect, save, and grow their wealth through comprehensive financial planning and wealth management services. Their offerings include retirement planning, investment planning, tax planning, estate planning, and insurance planning. The firm aims to provide guidance tailored to individual financ... ial situations, ensuring clients are well-informed about their investment knowledge. They serve a diverse clientele seeking to enhance their financial well-being.Read More

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

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