We at Oley Kinser Concierge Wealth simply aim to achieve ongoing financial confidence for our clients. We partner with them and their family to genuinely understand their needs and to ensure that those ambitions are then met by way of customized and comprehensive financial planning, smart portfolio management, and exceptional service. We are dedicated to proactively and thoughtfully manage their ongoing financial prosperity and risk. Through it all, we look after them like we do our own family.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Oley Kinser Concierge Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Company Details
- Employees
- 8
- Founded
- -
- Address
- 4501 Tamiami Trail N,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- oleykinserwealth.com
- Keywords
- Naples.
- HQ
- Naples, Florida
- Competitors
- Shakespeare Wealth Management, LLC, CAREERNET - Business is People - careernet.com, TATRA Wealth Management, Oley Concierge Wealth, LLC, Cottrell Title, FEEL AMAZING SPINE AND JOINT INSTITUTE, INC., FLX Body Fitness, TouchPoint® Wealth Partners, Building Science Authority - Engineering, Wellesley Private Advisors.
Oley Kinser Concierge Wealth, Llc Questions
Oley Kinser Concierge Wealth, Llc's website is oleykinserwealth.com
Oley Kinser Concierge Wealth, Llc's LinkedIn profile is https://www.linkedin.com/company/oley-kinser-concierge-wealth-llc
Oley Kinser Concierge Wealth, Llc has
8 employees.
View email and phone details for 8
employees at Oley Kinser Concierge Wealth, Llc.
Oley Kinser Concierge Wealth, Llc's industry is
Financial Services
Oley Kinser Concierge Wealth, Llc's top competitors are
Shakespeare Wealth Management, Llc,
Careernet - Business Is People - Careernet.com,
Tatra Wealth Management,
Oley Concierge Wealth, Llc,
Cottrell Title,
Feel Amazing Spine And Joint Institute, Inc.,
Flx Body Fitness,
Touchpoint® Wealth Partners,
Building Science Authority - Engineering,
Wellesley Private Advisors.
Oley Kinser Concierge Wealth, Llc's categories are Financial Services
Oley Kinser Concierge Wealth, Llc's founding year is 2018
