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Koss Olinger

Company Name

Koss Olinger

Main Industry

Finance

Website

www.kossolinger.com

Contact Information

Headquarters

2700 NW 43rd St Ste A, Gainesville, Florida, 32606, United States

(352) 373-3337

Koss Olinger Profile and History

Koss Olinger Financial Group was founded in 1969 on the principle of serving the clients' interests - not those of the financial institutions or insurance companies providing financial products. The firm was one of the first to secure innovative arrangements to permit access to the financial marketplace with uncompromising objectivity. The ideal of a professional relationship with clients is to ma ke the process a win-win opportunity. It is the goal of most advisors to put clients' needs first. However, too often, the end result is driven by business configurations that dictate the selection of financial products because of a captive agency relationship. Koss Olinger was built upon a platform of contractual business agreements that never permit the purveyors of insurance or investment products to influence the role they play in the selection process. This business environment permits advisors of the firm to truly sit on the same side of the table with clients in determining outcomes solutions. The Koss Olinger financial advisors personalize the business relationship by investing their time and talent in the initial discussions to understand each client's unique situation. The advisors then construct financial models to educate clients and, through these pro-active discussions, design strategies to meet specific objectives. Financial goals require the implementation of financial products, and one of Koss Olinger Financial's many strengths is to assemble investment and insurance products that are reliable. Each advisor carefully positions a client's portfolio through investment managers and insurance companies that are recognized as industry leaders. One of the organization's core of values is to be passionately focused on customer success. Each Koss Olinger Financial advisor is committed to serving the client as they would serve themselves were they faced with the same set of circumstances as those for whom they are serving. The advisors are vigilant in monitoring continuity in the long-term development of the ...

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Koss Olinger & Company LLC

koss olinger and company LLC

Koss, Olinger and Company LLC

Koss Olinger Financial Group

Koss Olinger Financial Group Inc

Revenue

$5.8 M

Employees

25

Funding History

Koss Olinger raised a total of $150 K in funding over 1 rounds.

Koss Olinger Executive Team & Key Decision Makers

Name & TitleContact Info
Bob Eberhard
Bob Eberhard

Chief Operating Officer & Chief Compliance Officer

❅❅❅❅@kofinancial.com

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Benjamin Doty
Benjamin Doty

Senior Director, Investment

❅❅❅❅@kossolinger.com

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Adam Varnedoe
Adam Varnedoe

Director, Client Relationship

❅❅❅❅@kossolinger.com

(352) ❅❅❅-❅❅❅❅

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Barbara Orler
Barbara Orler

Director, Administration

(352) ❅❅❅-❅❅❅❅

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Alison Mathena
Alison Mathena

Director, Investment Accounts

❅❅❅❅@kossolinger.com

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Brent Boyd
Brent Boyd

Director of Insurance

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C. Boyd
C. Boyd

Director of Insurance

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William Olinger
William Olinger

Managing Partner

❅❅❅❅@kofinancial.com

(352) ❅❅❅-❅❅❅❅

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Brian Watson

❅❅❅❅@kossolinger.com

(217) ❅❅❅-❅❅❅❅

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W.J. Rossi
W.J. Rossi

Partner

❅❅❅❅@kossolinger.com

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Kirk Klein
Kirk Klein

Managing Partner

❅❅❅❅@kofinancial.com

(352) ❅❅❅-❅❅❅❅

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Tim Roark
Tim Roark

Partner

❅❅❅❅@kossolinger.com

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Recently Updated Team Members

Name & TitleContact Info
Bob Eberhard
Bob Eberhard

Chief Operating Officer & Chief Compliance Officer

❅❅❅❅@kofinancial.com

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Shannon Reintgen

❅❅❅❅@kossolinger.com

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Jessica Sacks
Jessica Sacks

Operations Officer

(352) ❅❅❅-❅❅❅❅

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Missy Dia
Missy Dia

Operations Specialist

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David Mejia
David Mejia

Client Relationship Consultant

❅❅❅❅@kossolinger.com

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Kirk Klein
Kirk Klein

Managing Partner

❅❅❅❅@kofinancial.com

(352) ❅❅❅-❅❅❅❅

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Tim Roark
Tim Roark

Partner

❅❅❅❅@kossolinger.com

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Mitchell Hay

❅❅❅❅@kossolinger.com

(904) ❅❅❅-❅❅❅❅

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Brian Watson

❅❅❅❅@kossolinger.com

(217) ❅❅❅-❅❅❅❅

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Adam Varnedoe
Adam Varnedoe

Director, Client Relationship

❅❅❅❅@kossolinger.com

(352) ❅❅❅-❅❅❅❅

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Baylor Linn
Baylor Linn

Finance Intern

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Monica Anderson
Monica Anderson

Campaign Marketing Specialist & Coordinator

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Candice Chambers
Candice Chambers

Operations Specialist

(352) ❅❅❅-❅❅❅❅

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Alison Mathena
Alison Mathena

Director, Investment Accounts

❅❅❅❅@kossolinger.com

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Top Koss Olinger Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Koss Olinger.

Frameworks and Libraries

(3 Technologies)

Programming Languages

(3 Technologies)

Content Delivery Networks

(2 Technologies)

Online Video Platforms

(2 Technologies)

Search Marketing

(2 Technologies)

Koss Olinger Email Formats

ParameterSample EmailPercentage

Koss Olinger Top Competitors

CompanyEmployeesRevenueTop technologies
Sierra Pacific Financial Advisors LLC

Sierra Pacific Financial Advisors LLC

6$2.5 M
Poulos Advisors Inc

Poulos Advisors Inc

4$1.9 M
Pillar Wealth Management LLC

Pillar Wealth Management LLC

6$1.2 M
Stockade Wealth Management

Stockade Wealth Management

7$2.2 M
Creative Financial Planning Inc

Creative Financial Planning Inc

10$6.5 M

What is Koss Olinger revenue?

Koss Olinger revenue is $5.8 M

How many employees does Koss Olinger have?

Koss Olinger has 25 employees

Where is Koss Olinger headquarters located?

Koss Olinger headquarters are located in 2700 NW 43rd St Ste A, Gainesville, Florida, 32606, United States

What are Koss Olinger’s primary industries?

Koss Olinger’s main industries are: Finance, Investment Banking, Finance

What are some additional names or alternative spellings that users use while searching for Koss Olinger?

Koss Olinger appears in search results as Koss Olinger & Company LLC, koss olinger and company LLC, Koss, Olinger and Company LLCKoss Olinger Financial Group, Koss Olinger Financial Group Inc...See More