Monotelo Advisors Inc Email Formats

Financial Services • Elgin, Illinois, United States • 11-20 Employees

Monotelo Advisors Inc Email Formats

Monotelo Advisors Inc uses 2 email formats. The most common is {first initial} (e.g., j@monotelo.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}	j@monotelo.com	71.4%
{first name}	john@monotelo.com	28.6%

Key Contact at Monotelo Advisors Inc

James Richter

President

Company overview

Headquarters	2250 Point Blvd, Suite 230, Elgin, Illinois 60123, US
Phone number	+18009610298
Website	monotelo.com
NAICS	52
SIC	729
Founded	2014
Employees	11-20
Socials

About Monotelo Advisors Inc

Monotelo Advisors serves business owners and high-net-worth families who are in the accumulation phase or near retirement. Our tax and financial planning advice is designed to neutralize the primary enemy of wealth: the US tax code. Monotelo helps our clients order their affairs to minimize their short-term and lifetime tax liabilities through the use of charitable giving, deferred compensation, entity structuring, officer compensation, IRA conversion strategies and insurance planning when appropriate. Our objective: a financial plan that meets our clients' goals through the safe accumulation of their assets, the minimization of their lifetime tax burden and the optimal disbursement of their assets.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Vice President

Employees by Department

Monotelo Advisors Inc has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Monotelo Advisors Inc has never raised funding before.

Monotelo Advisors Inc Tech Stack

Discover the technologies and tools that power Monotelo Advisors Inc's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

React

JavaScript frameworks

core-js

JavaScript libraries

ActiveCampaign

Frequently asked questions

Monotelo Advisors Inc is located in Elgin, Illinois, US.

You can reach Monotelo Advisors Inc at +18009610298.

Monotelo Advisors Inc was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Monotelo Advisors Inc has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Monotelo Advisors Inc

James Richter

President

4.8

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