David P. Kocsis, Aif Email and Phone Number
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David P. Kocsis, Aif personal email
David P. Kocsis, Aif phone numbers
Our firm is dedicated to helping you plan for and achieve your unique vision for the future. We assist with your retirement planning needs by providing personalized financial advice and comprehensive investment solutions – all focused on helping you achieve your long-term goals.Personalized Advice: We help simplify financial planning by working with you to clarify and define your personal goals for the future. Using our Retirement Journey process, we implement personalized investment strategies to help you achieve retirement success.Financial Education: With greater financial understanding, you’ll gain the confidence it takes to make informed retirement planning decisions. At Peak Wealth Solutions, it’s our passion to help guide and educate our clients - beginning with our financial educational seminars and continuing with in-person meetings and regular portfolio reviews.Client First Approach: As an objective and independent fiduciary advisor, we put your best interest first. As SEC Registered Investment Advisors we have an obligation to adhere to a strict fiduciary code. Our independence allows us to evaluate and consider all available solutions in the marketplace and only recommend those that are most suitable to help you achieve your stated goals. Every member of our team is dedicated to helping you achieve your dreams.
Peak Wealth Solutions
View- Website:
- retirepeak.com
- Employees:
- 10
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Managing Principal And Retirement Plan ConsultantPeak Wealth SolutionsCleveland, Oh, Us
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Managing Principal/Retirement Plan ConsultantPeak Wealth Solutions Nov 2013 - PresentPepper Pike, OhFor corporate and non-profit Retirement Plan Sponsors we provide retirement plan consulting services focused on reducing fiduciary liability and improving participant outcomes. Our primary objective is to prepare participants for retirement and ensure they are on track to replace 80% of their income throughout retirement. A truly successful retirement plan is one that enables your employees to achieve their retirement goals.Peak Wealth Solutions, Inc. is an SEC Registered Investment Advisory firm. Securities, when offered, are through American Portfolios Financial Services, Inc. (APFS) member FINRA/SIPC. Peak Wealth Solutions, Inc. is a separate entity from APFS.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
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Retirement Plan ConsultantRiver Financial Group Jun 2007 - Nov 2013Westlake, OhAssist business owners and their employees obtain a successful retirement through effective solutions, proactive oversight and fiduciary management of their 401(k)/403(b) retirement plans.
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Director Of Sales & MarketingOmega Pensions, Inc. Aug 2005 - Mar 2007Cleveland/Akron, Ohio AreaRetirement Plan Consultant/Financial Advisor -
Retirement Plan SalesEmployers Select Plan 2002 - 2005 -
Empoyee Benefits SalesNew England Financial Jan 2000 - May 2002Cleveland/Akron, Ohio Area
David P. Kocsis, Aif Skills
David P. Kocsis, Aif Education Details
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Marketing -
Notre Dame - Cathedral Latin
Frequently Asked Questions about David P. Kocsis, Aif
What company does David P. Kocsis, Aif work for?
David P. Kocsis, Aif works for Peak Wealth Solutions
What is David P. Kocsis, Aif's role at the current company?
David P. Kocsis, Aif's current role is Managing Principal and Retirement Plan Consultant.
What is David P. Kocsis, Aif's email address?
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What is David P. Kocsis, Aif's direct phone number?
David P. Kocsis, Aif's direct phone number is +144073*****
What schools did David P. Kocsis, Aif attend?
David P. Kocsis, Aif attended Bowling Green State University, Notre Dame - Cathedral Latin.
What are some of David P. Kocsis, Aif's interests?
David P. Kocsis, Aif has interest in Education.
What skills is David P. Kocsis, Aif known for?
David P. Kocsis, Aif has skills like Financial Advisory, Fixed Annuities, Insurance, Retirement Planning, Sales, Finance, 401k, Retirement Plan Consulting, Strategic Planning, Sales Management, Mutual Funds, 403 B.
Who are David P. Kocsis, Aif's colleagues?
David P. Kocsis, Aif's colleagues are Linda Mengelkamp, Keith Witkowski, Cpa, Cfp®, Katie Semproch, Greg Gromek, Sarah Vale.
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