Company Overview
- Headquarters
- 1400 Gulf Shore Blvd N, Naples FL
- Website
- oleykinserwealth.com
- Phone
- (239) 778-1780
- Employees
- 2
- Founded in
- 2018
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Oley Kinser Concierge Wealth
Oley Kinser Concierge Wealth is a United States-based financial planning firm located in Naples, Florida. As a small business with 2 employees, it generates an estimated $2.5 million in annual revenue. Oley Kinser Concierge Wealth offers customized financial planning, portfolio management, and exceptional service to help clients achieve ongoing financial confidence. They focus on understanding individual client needs and ambitions to create tailored solutions that meet their unique circumstances. The company emphasizes a commitment to proactive and thoughtful management of client financial prosperity and risk. They pride themselves on treating their clients like family, offering personalized attention and support. For more information about Oley Kinser Concierge Wealth, visit oleykinserwealth.com. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Companies Similar to Oley Kinser Concierge Wealth
Analyze industry trends and opportunities by examining competitors and companies comparable to Oley Kinser Concierge Wealth, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |