Toplitzky&co
Established in 1980, Toplitzky & Co is the independent, strategic financial partner for high net worth individuals, business owners and executives. We are CPAs and accountants specializing in multi-family office, business management and tax planning and compliance. Having forged life-long and high value partnerships with our clients, we often serve as trustees of their family trusts and as officers and directors of their businesses, private investments, and charitable foundations. From over forty years of service we know that wealth is created from opportunities forged out of effort, discipline and creativity. We thrive on the challenge that each of our clients has a unique puzzle to solve. Our perspective creates new opportunities.
7-day free trial · no credit card
Verified contacts
4
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
11
organic / mo
Sign up free to see all 4 verified contacts at Toplitzky&co
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- RT
Ronald Toplitzky
Owner · General Business & Management
EmailPhone - JT
Jordan Toplitzky
Toplitzky & Co · Other
EmailPhone - CL
Cherrie Lares
Account Manager · Sales & Business Development
EmailPhone - SK
Shawn Kagan
Toplitzky & Co · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Toplitzky&co
3 distinct titles indexed · top 3 shown.
- 2toplitzky & co
- 1account manager
- 1owner
Sign up to unlock all 4 contacts at Toplitzky&co
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 4 verified contacts at Toplitzky&co
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.