Company Email Format Management

Monotelo Advisors Inc

Financial Services United States 15 employees

Employees: 15
Contacts: 3
Emails: 3
Phones: 1

monotelo.com LinkedIn

Monotelo Advisors Inc Overview

Headquarters: United States
Phone Number: Available in AeroLeads
Website: monotelo.com
Industry: Financial Services
Employees: 15
Founded: 2014
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Elgin

About Monotelo Advisors Inc

Monotelo Advisors serves business owners and high-net-worth families who are in the accumulation phase or near retirement. Our tax and financial planning advice is designed to neutralize the primary enemy of wealth: the US tax code. Monotelo helps our clients order their affairs to minimize their short-term and lifetime tax liabilities through the use of charitable giving, deferred compensation, entity structuring, officer compensation, IRA conversion strategies and insurance planning when appropriate. Our objective: a financial plan that meets our clients' goals through the safe accumulation of their assets, the minimization of their lifetime tax burden and the optimal disbursement of their assets.

Monotelo Advisors Inc Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 1; 33.3% coverage

Monotelo Advisors Inc Org Chart

Sample employees and titles

Name	Title	Location	Contact
Gary Zeleznak	Owner at Smart Project Solutions Inc	Greater Chicago Area, United States	Email
Mary Bresson, Cpa	Cpa at Monotelo Advisors Inc Formerly	Greater Chicago Area, United States	Email
Gavin Tabb	Tax and Accounting Professional	Elgin, Illinois, United States	Email Phone