Michael Koch
Registered Representative
Phone: (609) 466-1384
E-mail: michael.koch@investfinancial.com
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Business Philosophy
Michael G. Koch oversees the finances for a select group of families in New Jersey and the surrounding areas. Michael’s goal is to counsel families on how to plan for retirement, preserve wealth, and leave a meaningful legacy through the use of creative estate and investment strategies. Because of this, his specialty is family generational wealth planning. This means that he will assist his clients in the growth, preservation, protection, and distribution of assets in accordance with their goals and objectives throughout the generations. Michael’s main concern is his commitment to his clients. As a result of his pursuit toward outstanding service, Michael has a special relationship with the people he works with. This approach towards his business has enabled Michael to become a well-respected financial advisor whose business has flourished and prospered mainly through referrals from his existing clients.
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Background
Michael has been in the financial services industry for well over a decade. He has worked at some of the most prestigious companies in the world like Unilever, Ernst & Young, Johnson & Johnson, and Accenture before opening his own wealth management firm. Michael graduated Rutgers University’s School of Business and is still actively involved with the University.
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Professional Qualifications and Registrations
Michael has been recognized as one of the most accomplished, trusted, and competent advisors in his field. Michael is a registered financial consultant with a serious commitment to his clients. He is registered with FINRA. He is an IAR (Investment Advisor Representative) with his Series 7 and Series 66. He is fully licensed to conduct insurance related business (i.e. life insurance, long term care insurance, etc.).
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Personal Life
Michael resides in Montgomery, New Jersey with his wife Michele and their three daughters; Olivia, Isabella, and Alexandra. Michael is active in his community and along with his family supports many local charities.
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Strategic Partners
Michael is strategically partnered with several other offices in four other states. This partnership has over 80 years of financial experience and manages over $280 million dollars. This partnership has six offices in four states and was formed by Michael and his partners to give all their clients access to a group of very successful advisors, each with a different field of expertise. It also gives our clients protection in the event of their advisor’s death or disability, knowing there are other qualified partners to continue their plans.
Together, with Invest Financial Corporation clients are exposed to a broad range of non-proprietary financial products and are provided with a personalized strategy for the planning, accumulation, and preservation of their individual wealth. Invest Financial is one of the top five independent financial companies in the industry and assures our clients that the best products and services are available without the political pressure to use one company over another. With access to over 5,000 mutual funds, ETF’s, stocks, bonds and over 200 insurance companies, Michael and his partners will find the “best of breed” product to serve your needs.
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Other offices are located at:
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144 Wild Azalea Lane
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345 Kinderkamack Road
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205 Highway 9 North
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20 Crenshaw Drive
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9093 Ridgefield Drive
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2440 Sandy Plains Rd.
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Registered Representative of the Securities and variable insurance contracts offered through INVEST Financial Corporation (INVEST), member FINRA, SIPC and affiliated insurance agencies. Other insurance products offered through D. Kaucher and Associates, LLC is not affiliated with INVEST Financial Corporation. Securities, advisory services and insurance products offered through INVEST and affiliated insurances agencies are not FDIC or NCUA insured. Not bank or credit union guaranteed. May lose value including loss of principal.
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