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We believe we can inspire and challenge people to seek and achieve financial freedom through a focused vision of serving, innovation, and cutting edge technology, through a premier platform of solutions and products. We champion behind our advisors to offer the most unique opportunities in order to empower them, so that they can help their clients achieve financial success. We believe this value of living an unparalleled life is at the core of every person. The advisors within our circle, as well as the talent within our firm have a purpose to serve, conduct our business and our lives in an honorable manner, and are driven to keep climbing and better serving our clients. We are relentless in our pursuit of excellence and uncompromising in our drive to deliver the best that the industry offers to our advisors and our clients. Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser. Insurance products offered through Kalos Financial, Inc., a licensed insurance agency. These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark. The articles and opinions in posted publications are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation.

View Top Employees from Kalos Financial
Website http://www.kalosfinancial.com
Revenue $20 million
Funding $1 million
Employees 16 (16 on RocketReach)
Founded 1997
Address 11525 Park Woods Cir, Alpharetta, Georgia 30005, US
Phone (678) 356-1100
Fax (678) 356-1105
Technologies
Industry Management Consulting, Finance General, Insurance, Finance, Financial Services, Investment Management
Web Rank 29 Million
Competitors Axiom Capital Management, Chilton Capital Management LLC, Founders Financial, Infinex Financial Group, Sorrento Pacific Financial
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 5231 Companies, NAICS Code 52393 Companies

Kalos Financial Questions

The Kalos Financial annual revenue was $20 million in 2024.

Vicki Cerri is the Vice President of Transitions of Kalos Financial.

16 people are employed at Kalos Financial.

Kalos Financial is based in Alpharetta, Georgia.

The NAICS codes for Kalos Financial are [523, 52, 5239, 5231, 52393].

The SIC codes for Kalos Financial are [628, 62].

Top Kalos Financial Employees

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