Kotys Wealth Professionals
Get Full AccessDescription
- At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth.Wesley Kotys, CFP®, AAMS®, is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. While the main office is located in Valparaiso, Indiana, Kotys Wealth Professionals serves clients across the country. We specialize in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER Professional.Investment Advisory services offered through TKG Advisors, LLC., a Registered Investment Advisor.
-
Headquarters:175 Lincolnway Suite D, Valparaiso, Indiana, United States
More -
Phone Number: +1 219-465-6924
-
Website: https://www.thekotysgroup.com
-
Employees:6
-
Revenue:$1 - 10M
-
Legal Name:Kotys Wealth Professionals
-
Kotys Wealth Professionals's Social Media
-
Is this data correct?
-
| NAICS Code: 523930 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Kotys Wealth Professionals
-
Where are Kotys Wealth Professionals's Headquarters?
Kotys Wealth Professionals's Headquarters are in 175 Lincolnway Suite D,Valparaiso,Indiana,United States
-
What is Kotys Wealth Professionals's phone number?
Kotys Wealth Professionals's phone number is +1 219-465-6924
-
What is Kotys Wealth Professionals's official website?
Kotys Wealth Professionals's official website is https://www.thekotysgroup.com
-
What is Kotys Wealth Professionals's Revenue?
Kotys Wealth Professionals's revenue is $1 - 10M
-
What is Kotys Wealth Professionals's NAICS code?
Kotys Wealth Professionals's NAICS code is 523930
-
How many employees are working in Kotys Wealth Professionals
Kotys Wealth Professionals has 6 employees
-
What is Kotys Wealth Professionals's Industry?
Kotys Wealth Professionals is in the industry of Financial Services
-
Who is Kotys Wealth Professionals's Chief Operating Officer?
Kotys Wealth Professionals's Chief Operating Officer is Megan Myers