Michael Epolan

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1901 Butterfield Rd Ste 300, Downers Gro...

Phone Number

(630) 353-2388

Revenue

$8.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Michael Epolan

Next Phase Advisory Group, based in Downers Grove, IL, is an office of Northwestern Mutual that specializes in providing financial planning services to high-net-worth professionals and business owners. They focus on creating customized financial plans that align clients' life goals with their financial objectives, ensuring a holistic approach to wealth management. The firm emphasizes building close relationships with clients to guide them through life's transitions and secure their financial futures. With access to extensive resources as part of the Northwestern Mutual Private Client Group, they aim to enhance the client experience and deliver personalized financial guidance.Explore more
Michael Epolan's Social MediaPopular SearchesMichael EpolanNext Phase Advisory GroupKevin OlsonPhase Advisory GroupCarm Barbaro - Northwestern MutualSIC Code 62,628NAICS Code 52,523Show more

Michael Epolan Org Chart

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AT
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Director, Workflow Operations

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Director, Wealth Management Services

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KJ
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Manager, Insurance Operations & Workflow

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Michael Epolan

$8.6M
11-50
Private
-
1990
AT
Aline TayouraneDirector, Workflow Operations
$7.8M
11-50
Private
-
2001
<$5M
1-10
Private
-
1993
JC
Jenifer CastellanoDirector, Investment Operations
<$5M
1-10
Private
-
-
JW
Jennifer WahlChief Operating Officer
<$5M
11-50
Private
-
-
PG
Parker GillChief Operating Officer
<$5M
1-10
Private
-
1955
JG
Jonathan GraeserWealth Management Advisor
<$5M
11-50
Private
-
1991
Jacquelyn Coleman, Chief Operating Officer at Gould Financial Group
Jacquelyn ColemanChief Operating Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Michael Epolan is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Michael Epolan Tech Stack

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Frequently Asked Questions Regarding Michael Epolan

What is Michael Epolan's official website?
Michael Epolan's official website is www.nextphaseadvisorygroup.com
What is Michael Epolan's Revenue?
Michael Epolan's revenue is $8.6 Million
What is Michael Epolan's SIC code?
Michael Epolan's SIC: 62,628
What is Michael Epolan's NAICS code?
Michael Epolan's NAICS: 52,523
How many employees does Michael Epolan have?
Michael Epolan has 11-50 employees
What industry does Michael Epolan belong to?
Michael Epolan is in the industry of: Finance, Securities Trading
What is Michael Epolan competition?
Michael Epolan top competitors include: Gould Financial, Beauchamp Maleki, Gould Financial Group, Adams Gut & Associates
What technology does Michael Epolan use?
Some of the popular technologies that Michael Epolan uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Michael Epolan?
Michael Epolan contact info: Phone number: (630) 353-2388 Website: www.nextphaseadvisorygroup.com
What does Michael Epolan do?

Next Phase Advisory Group, based in Downers Grove, IL, is an office of Northwestern Mutual that specializes in providing financial planning services to high-net-worth professionals and business owners. They focus on creating customized financial plans that align clients' life goals with their financial objectives, ensuring a holistic approach to we... alth management. The firm emphasizes building close relationships with clients to guide them through life's transitions and secure their financial futures. With access to extensive resources as part of the Northwestern Mutual Private Client Group, they aim to enhance the client experience and deliver personalized financial guidance.Read More

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

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