By concentrating on a specific group of people - mature and high net worth investors - we deliver unparalleled expertise and service to our clients.
Kalos Financial's Mission Statement
As distinctly unique pioneers, we continually strive to provide exceptional and comprehensive brokerage services, investment advisory services and insurance products and services to our clients and financial partners - all under one roof.
Our passion for excellence guides us in delivering fair, honorable, unbiased, and exemplary client services and in helping our partners best identify and serve their deserving clients.
We are adamant in our pursuit to be "Your Partners in Creating and Preserving Wealth."