406 Science Drive,
First, we work with you to create a plan designed for meeting your goals, not some out-of-state corporation's. Second, Kock Financial will never assume your trust as a client but always work hard to maintain it. Finally, Kock Financial is independent and objective with no hidden bias toward any particular company to cloud the advisor-client relationship.
Stocks, bonds, mutual funds, small-cap no-loads, real estate. And when it comes to choosing how to invest or whom to invest with, there are still more options. It can be so confusing that even the small print may not explain everything and every fee.
Give us a call! (608) 270-9030
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.