We are excited to announce that Koss Olinger has been recognized for the second consecutive year as one of Forbes’ America’s Top 250 RIA Firms. Among over 45,000 applicants, we are proud to have moved up the rankings from #176 to #169, a testament to our ongoing commitment to excellence in serving our clients. This achievement reflects the trust our clients place in us and the hard work of our dedicated team. Our mission has always been to put our clients’ needs first, delivering personalized and thoughtful financial guidance that allows them to focus on what truly matters. We are honored to receive this recognition and remain committed to helping our clients navigate their financial futures with confidence and care. Thank you to every client and team member who has made this success possible. We look forward to continuing to serve our clients with high standards of excellence for years to come. To learn more,?click the link to view our Forbes profile: https://lnkd.in/evt9jArY Methodology: https://lnkd.in/gN37x7Fy *Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party ranking. Forbes.com (Awarded Oct 2024) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.
关于我们
Koss Olinger, a Gainesville, Florida based wealth management firm, was founded by Bill Koss and Bill Olinger in 1969. Today Koss Olinger provides more than wealth management services. We are committed to long-term relationships focused on you, your family and your legacy. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Advisory Services offered through Koss Olinger Consulting, LLC. An SEC Registered Investment Advisor. Koss Olinger and Valmark are separate entities
- 网站
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https://www.KossOlinger.com
Koss Olinger的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Gainesville，Florida
- 类型
- 私人持股
- 创立
- 1969
地点
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主要
获取路线
2700-A NW 43rd Street
US，Florida，Gainesville，32606
Koss Olinger员工
动态
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According to a 2024 survey, 60% of small businesses believe that cyberattacks are the biggest threat they currently face, and rightly so. Does your company handle potentially sensitive information about customers, employees, or competitors? If so, you may want to be proactive about addressing this risk. Read more here: https://lnkd.in/ehF9P2Km
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To download the January 2025 Market Review, click the link below. Link: https://lnkd.in/eQTTnPA7
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Koss Olinger had a fantastic time at the Warrington Career Expo at the University of Florida! Team members Hartley Carlson, Emily Lusk, and Thalia Mendez enjoyed connecting with talented students, sharing insights about our firm, and exploring future opportunities with the next generation of professionals. Thank you to everyone who visited our table, and to UF for hosting a great event. We enjoyed meeting you and sharing more about Koss Olinger. Go Gators! ??
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Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2025. Read more here: https://lnkd.in/enPS8ah5
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To download the 2024 Annual Market Review, click the link below. https://lnkd.in/e3bT8BxP #MarketReview #KossOlinger
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Meet Daniel White, our Investment Operations Intern. Daniel is a junior at the University of Florida, and we are excited to have him on our team. Please join us in welcoming Daniel to Koss Olinger.
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Meet our newest advisory team addition, Associate Advisor, Caleb Sturgis! To learn more about Caleb, click the link below. https://lnkd.in/e86HwYuJ
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To download the November 2024 Market Review, click the link below. https://lnkd.in/ehsR8yrW #MarketReview #KossOlinger