K in Online Business Trade Directory

Home » Business » Business Investing » Investment Money Managers » K » Kooman & Associates, Inc. (independent financial services firm)

Kooman & Associates, Inc. (independent financial services firm) in Online Business Directory

KOOMAN & ASSOCIATES, INC. is an independent financial services firm offering serious investors a full range of financial and estate services, to assist in the accumulation and preservation of wealth. Your financial future is as important to us, as it is to you! Kooman & Associates, Inc. advises our communitys business families with sophisticated and integrated financial planning services through a locally based team of exceptional financial professionals and world-class client service. As your financial planning partner, our team of investment professionals is client-focused to provide individual and customized investment strategies to meet your financial goals and dreams. We build relationships with our clients, listening first to understand your goals and concerns and to evaluate your current financial situation, then designing a comprehensive investment plan geared to reach your written objectives. As an independent firm, we’re not encumbered by the traditional conflicts of interest inherent in many client-advisor relationships. Traditional conflicts of interest that include commission-based compensation, proprietary (i.e. in-house) investment and/or insurance products, hidden agendas like sales contests, sales quotas, or pay-to-play contracts, and company-provided retirement plans and health insurance. Marty Kooman and John Truesdell hold their investment and insurance licenses with Raymond James Financial Services, Inc. (RJFS). The parent company of RJFS is Raymond James Financial, Inc. (RJF-NYSE), one of the nations largest and most profitable investment firms. Raymond James provides financial services to individuals, corporations and municipalities through three wholly owned investment firms, which operate throughout the US, Europe, Asia and Africa as well as through its asset management subsidiaries which currently manage in excess of $16 Billion. As representatives of the Altoona office of Raymond James, Marty Kooman and John Truesdell are responsible for almost $200 Million in client assets under management. Our independence means we work for you to select appropriate strategies and financial products that will best help you to achieve your financial objectives. We have established strategic alliances with other professionals including CPA’s and estate planning attorneys to provide customized solutions for you. We welcome your inquiries, and strive to serve your needs quickly and efficiently, combining 21st Century technology with old-fashioned personal service, and our uncompromising pledge of complete confidentiality. Securities are offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC, a registered broker/dealer and member of the National Association of Securities Dealers and the Securities Investors Protection Corporation.

Address: 517 Logan Blvd, Lakemont, Altoona, PA 16602
Telephone: 814-941-4800
Fax: 814-941-4807
Website: http://www.kooman.com/