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Koss Olinger logo — Invested In You

Koss Olinger

Invested In You

Founded 1969 United States Gainesville, United States 37 employees Financial Services, Wealth Management

General Information

Company Name Koss Olinger
Founded Year 1969
Location United States Gainesville, United States +1
Employees 37
Industries Financial Services, Wealth Management
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About Koss Olinger

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. The firm is committed to long-term relationships focused on clients, their families, and their legacies. Securities are offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory Services are offered through Koss Olinger Consulting, LLC, an SEC Registered Investment Advisor. Koss Olinger and Valmark are separate entities. As a venture capital investor, Koss Olinger presents an interesting opportunity within the financial services and wealth management industries. Being established in 1969, the firm has a longstanding presence and experience in the sector, which can be advantageous for investors looking for established players. However, given the lack of specific information on the company's headquarter location and recent investments, further due diligence is necessary to assess the current positioning and growth trajectory of Koss Olinger. The firm's focus on long-term relationships and commitment to client legacies also indicates a potential for stable and sustainable growth. Nevertheless, more comprehensive data on recent activities would be beneficial in making an informed investment decision.

Taxonomy: Wealth Management, Financial Planning, Legacy Planning, Investment Advisory, Securities Trading, Long-term Relationships, Family Financial Planning, Wealth Preservation, SEC Registered Advisor, FINRA Member, SIPC Member, Portfolio Management

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Koss Olinger Alternatives & Competitors

Koss Olinger vs
McNair & Company
McNair & Company United States

Laying the Foundation for your Legacy “Work Together. . . Succeed Together”

4 employees
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Koss Olinger vs
C3 FINANCIAL PARTNERS
C3 FINANCIAL PARTNERS United States

To Preserve Family Wealth, Business Continuity, and Philanthropy Across Generations.

12 employees
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Koss Olinger vs
Valmark Financial Group
Valmark Financial Group United States

Radically transforming the financial services industry in a profound and positive way.

201 employees

FAQ About Koss Olinger

Invested In You
Koss Olinger was founded in 1969.
Koss Olinger is headquartered in Gainesville, United States.
Koss Olinger operates in the following industries: Financial Services, Wealth Management.
Koss Olinger has approximately 37 employees.
Top alternatives and competitors to Koss Olinger include McNair & Company, C3 FINANCIAL PARTNERS, Valmark Financial Group, Cornerstone Wealth Advisors, Creand Wealth Management (Beta Capital). These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Koss Olinger and McNair & Company are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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