Financial News
Do You Have These Key Estate Planning Documents?
Do You Have These Key Estate Planning Documents? Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of…
Read MoreAnnual Market Review 2023
To read the Annual Market Review 2023, click here.
Read MoreKoss Olinger Announced as 2023 Best Places to Work Winner
We are thrilled to share that Koss Olinger has been selected as one of the winners of the 2023 Best Places to Work award by the Guide to Greater Gainesville. The award winners were determined through a comprehensive survey that was designed by experts, and included employee feedback. A certification process with independent judges determined…
Read MoreBrittney Olinger Named Rising Star Advisor of the Year by InvestmentNews
We are proud to announce that Brittney Olinger has won a prestigious US financial industry award, having been named the InvestmentNews Women to Watch Rising Star Advisor of the Year. The award recognizes the exceptional achievements of female advisors who have displayed excellence in their first three years as an advisor. Each…
Read MoreTeam Spotlight: Britt Mejia
When did you start at Koss Olinger? May 22nd, 2023 What is your role at Koss Olinger? Client Liaison/Scheduler Where did you grow up? Great Falls, MT & Gainesville, FL Do you have pets? If yes, tell us about them. Yes! My husband & I have two (2) dogs: Belly, a Chihuahua/Dachshund/Shih Tzu mix that…
Read MoreData Security Tips: Protecting Your Data
To learn more about how to protect your data, click here.
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