ISTO Advisors Information
Contact top employees from
ISTO Advisors
Summary
At ISTO Advisors, being In Service To Others is our top priority. We create clarity, confidence and financial peace of mind as we guide you through our vision creation and financial planning process. ...Show more
Organization Website | istoadvisors.com |
Social Links |  |
Phone Number | 2484581100 |
Industries | |
Headquarters Location | 2150 Butterfield Dr, Troy, Michigan, 48084 US |
Employees Size | 10-50 employees |
Specialties | Financial Planning, Wealth Advisory |
Founded | 2016 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1996 | Privately Held | 25 - 100 | 9.3M | $260.3M | |
| - | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at ISTO Advisors shows a diverse range of experience levels:
7% have been with the company for less than 1 year20% for 1–2 years13% for 3–4 years20% for 5–7 years33% for 8–10 years7% have over 11 years of service at ISTO AdvisorsContact top employees from
ISTO Advisors
Kayla Palmer
Client Services Associate
Karole Lams
Sr. Client Service Associate
Megan Hogrebe
Operations Associate
Madison Kukla
Team & Community Specialist
Thomas Kaliszewski
Customer Service Specialist
Alexander Legg
Wealth Planning Associate
Adam Legg CFP®
Wealth Planner
Paul Housey
Co-Founder
Tyler DeCoster
Director of Wealth Planning
Holly Kamm
Executive Assistant
Kara Mitchell
Director of Wealth Advising at ISTO Advisors
Jenna Holzberger
Wealth Planning Associate
Robin Tyrrell
Wealth Planner
Michael Vendittelli
Wealth Advisor
Makaella Caruth
Financial Coach
Julia Maguran
Wealth Advisor
Jacqie Stone
Life Coach
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FAQ
ISTO Advisors operates in the Finance industries. More details can be found on the official website: istoadvisors.com.
The headquarters of ISTO Advisors are located in Troy, United States.
You can contact ISTO Advisors by phone at 2484581100.
ISTO Advisors currently employs 10-50 people.
Well-known competitors of ISTO Advisors include Eagle Global Advisors and Atlas Wealth Advisors.
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