Where do you see yourself in 5, 15 or even 25 years? Are you already retired and, if not, when do you want to retire? How do you envision your future journey? What kind of legacy do you want to leave behind? If you’re a business owner, do you eventually plan to sell your company or do you want it to become a multi-generational family business? Do you have a plan for executive succession? Do you want to offer your employees a retirement plan? Your financial goals take planning and action – because you’re not going to get where you want to go by hoping for the best or leaving it to chance. You need a road map, directions, guidance and regular maintenance to strive toward your destination. That’s what Susko Wealth Advisors does. We spread the map out in front of you and give you all your options. Jaime will deliver their recommendations and provide guidance for you to make the final decision. She monitors your progress to make sure you stay on track. Jaime is the ultimate GPS and you are the drive. They are determined to get you where you want to go.
| Website | http://www.suskowealthadvisors.com |
| Revenue | $214000 |
| Employees | 1 (1 on RocketReach) |
| Founded | 2002 |
| Address | 1415 Panther Ln Ste 362, Naples, Florida 34109, US |
| Phone | +1 570-282-4257 |
| Fax | (610) 706-0990 |
| Industry | Investment Management, Finance General, Finance |
| Keywords | Financial Advisor, Wealth Management, Wealth Advisor, Financial Planning, Financial Consulting, Retirement Planning, Investment Advisor, Financial Security, Wealth Preservation, Estate Planning, Retirement Advisor, High Net Worth Individuals, Investment Management, Estate Planning Attorney, Legacy Planning, Family Wealth, Portfolio Management, Tax Planning, Future Planning, Long Term Financial Planning |
| Competitors | Covenant Wealth Advisors, John G. Stalega, Charles Carroll Financial Partners (view competitors) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 523930 Companies, NAICS Code 5239 Companies |
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The Susko Wealth Advisors annual revenue was $214000 in 2026.
Jaime Bollinger is the President | CPA and CFP® | Wealth Advisor of Susko Wealth Advisors.
1 people are employed at Susko Wealth Advisors.
Susko Wealth Advisors is based in Naples, Florida.
The NAICS codes for Susko Wealth Advisors are [52, 523, 52393, 523930, 5239].
The SIC codes for Susko Wealth Advisors are [628, 62].