Koch Financial Design

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

5873 Rupprecht Rd, Vassar, Michigan, 487...

Phone Number

(989) 233-1973

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Koch Financial Design

Koch Financial Design is an independent financial services firm that specializes in creating retirement income strategies for individuals and families who are in or nearing retirement. They offer a variety of investment and insurance products tailored to meet the unique needs and objectives of their clients. The firm aims to help clients regain control of their financial future through personalized consultations and custom strategies. Additionally, they provide informational seminars to educate clients on retirement income strategies and wealth management.Explore more
Koch Financial Design's Social MediaPopular SearchesKoch Financial DesignMatthewKochJ Matthew KochMatthew KochSIC Code 62,628NAICS Code 52,523Show more

Koch Financial Design Org Chart

PhoneEmail
MK
United States flag for contact location.

Registered Principal and Investment Advisor R...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Koch Financial Design

<$5M
1-10
Private
-
-
MK
Matthew KochRegistered Principal and Investment Advisor Representative
<$5M
1-10
Private
-
1989
CM
Christin MortimoreDirector, Marketing
<$5M
1-10
Private
-
2008
RK
Roland KljunichPresident & CEO
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
2000
N/A
<$5M
1-10
Private
-
-
DT
David TreeceFinancial Planner
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

Koch Financial Design is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Koch Financial Design is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Koch Financial Design.

Koch Financial Design Tech Stack

A closer look at the technologies used by Koch Financial Design

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Frequently Asked Questions Regarding Koch Financial Design

What is Koch Financial Design's official website?
Koch Financial Design's official website is www.kochfinancialdesign.com
What is Koch Financial Design's Revenue?
Koch Financial Design's revenue is <$5 Million
What is Koch Financial Design's SIC code?
Koch Financial Design's SIC: 62,628
What is Koch Financial Design's NAICS code?
Koch Financial Design's NAICS: 52,523
How many employees does Koch Financial Design have?
Koch Financial Design has 1-10 employees
What industry does Koch Financial Design belong to?
Koch Financial Design is in the industry of: Finance, Securities Trading
What is Koch Financial Design competition?
Koch Financial Design top competitors include: Eissman Wealth Management, Roland Financial, WilLo Financial Group, Clients Excel Financial
What technology does Koch Financial Design use?
Some of the popular technologies that Koch Financial Design uses are: WordPress.org, Cloudflare CDN, Fastly, Yoast SEO
How do I contact Koch Financial Design?
Koch Financial Design contact info: Phone number: (989) 233-1973 Website: www.kochfinancialdesign.com
What does Koch Financial Design do?

Koch Financial Design is an independent financial services firm that specializes in creating retirement income strategies for individuals and families who are in or nearing retirement. They offer a variety of investment and insurance products tailored to meet the unique needs and objectives of their clients. The firm aims to help clients regain con... trol of their financial future through personalized consultations and custom strategies. Additionally, they provide informational seminars to educate clients on retirement income strategies and wealth management.Read More

What are Koch Financial Design social media links?
Koch Financial Design Linkedin page Koch Financial Design Facebook page
Is Koch Financial Design a public company?
Koch Financial Design is private company therefore does not currently have an official ticker symbol
See more information about Koch Financial Design

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