Kurtz & Associates

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

573 Main St, Hamilton, Ohio, 45013, Unit...

Phone Number

(513) 894-9600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1

About Kurtz & Associates

Kurtz & Associates is a full-service wealth management firm that provides a wide range of financial products and services tailored to individuals, families, and business owners. They focus on creating personalized financial strategies that adapt to clients' evolving needs and life circumstances. The firm emphasizes collaboration, education, and clear communication to help clients achieve their financial goals and secure their well-being. With a commitment to understanding each client's unique situation, they guide clients through important financial decisions and track their progress over time.Explore more
Kurtz & Associates's Social MediaPopular SearchesKurtz & AssociatesAXA Advisors LLCKurtz & Associates LLCKurtz & Associates Ltdkurtzandassociates.comSIC Code 62,628NAICS Code 52,523Show more

Kurtz & Associates Org Chart

Kelli Kurtz, President and Chief Executive Officer Public Adjuster at Kurtz & Associates
United States flag for contact location.

President and Chief Executive Officer Public ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kurtz & Associates

<$5M
1-10
Private
-
1999
Kelli Kurtz, President and Chief Executive Officer Public Adjuster at Kurtz & Associates
Kelli KurtzPresident and CEO Public Adjuster
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2006
KJ
Kristen JonesOperations Sales Assistant
<$5M
1-10
Private
-
-
NJ
Nan JuanFinancial Consultant, Retirement Planning Specialist
<$5M
1-10
Private
-
-
AB
Andrew BryantWealth Management Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2001
DL
Dani LawExecutive Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Kurtz & Associates Tech Stack

A closer look at the technologies used by Kurtz & Associates

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Frequently Asked Questions Regarding Kurtz & Associates

What is Kurtz & Associates's official website?
Kurtz & Associates's official website is www.kurtzandassociates.com
What is Kurtz & Associates's Revenue?
Kurtz & Associates's revenue is <$5 Million
What is Kurtz & Associates's SIC code?
Kurtz & Associates's SIC: 62,628
What is Kurtz & Associates's NAICS code?
Kurtz & Associates's NAICS: 52,523
How many employees does Kurtz & Associates have?
Kurtz & Associates has 1-10 employees
What industry does Kurtz & Associates belong to?
Kurtz & Associates is in the industry of: Finance, Securities Trading
What is Kurtz & Associates competition?
Kurtz & Associates top competitors include: AXA Advisors, Seebeck & Associates, Michael Leone, Cornerstone Planning Group
What technology does Kurtz & Associates use?
Some of the popular technologies that Kurtz & Associates uses are: Cloudflare Website Optimization, Bitly, Neustar UltraDNS, Google Tag Manager
How do I contact Kurtz & Associates?
Kurtz & Associates contact info: Phone number: (513) 894-9600 Website: www.kurtzandassociates.com
What does Kurtz & Associates do?

Kurtz & Associates is a full-service wealth management firm that provides a wide range of financial products and services tailored to individuals, families, and business owners. They focus on creating personalized financial strategies that adapt to clients' evolving needs and life circumstances. The firm emphasizes collaboration, education, and cle... ar communication to help clients achieve their financial goals and secure their well-being. With a commitment to understanding each client's unique situation, they guide clients through important financial decisions and track their progress over time.Read More

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

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