Joshua Koch

Financial Strategies, Community Relationship Enhancement

Financial Adviser at Thrivent Investment Management Inc. in Lehighton, PA

About

I’m a financial professional with experience helping individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients’ aspirations and it’s only then, that I can help them build a financial roadmap for making them happen. Especially in today’s economy, reaching financial goals may seem scarier and harder than ever. I am a guide helping clients navigate the journey and reach their financial goals. I bring a listening ear, knowledge and experience.

Contact
Click for phone number
(610) 377-3059
Address
301 S 3rd St. in Lehighton, PA 18235
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Michael

Answered by Joshua Koch
Financial Adviser in Lehighton, PA
HI Michael! I typically ask the question, Are you taking the RMD because you want to, have to, or need to? Your specific situation will determine where these dollars s...
Financial Planning Investing & Retiring IRA
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Associations

CCEDC
Blue Mountain Business Connections

Disclosure

For important disclosure information, visit thrivent.com/disclosures