Northwestern Mutual - The Koch Group

Northwestern Mutual – The Koch Group Financial planner in Jacksonville
1301 Riverplace Blvd #2540, Jacksonville, FL 32207

Northwestern Mutual – The Koch Group is a reputable financial planning firm located in Jacksonville, Florida, at 1301 Riverplace Blvd #2540. This firm offers comprehensive financial planning services to help clients achieve their financial goals and secure their financial future. They are known for their personalized approach, catering to the unique needs of each client. The Koch Group operates Monday through Friday from 8:30 AM to 5:30 PM and is closed on weekends, making it convenient for individuals and businesses to schedule consultations during the workweek. They hold a solid reputation in the community, as evidenced by positive client reviews.

Services Offered

• Retirement Planning
• Investment Strategies
• Insurance Solutions
• Wealth Management
• Financial Planning for Individuals and Businesses

Cost Range

The cost for financial planning services at Northwestern Mutual – The Koch Group can vary based on the services required. Typically, financial planners may charge a flat fee, hourly rate, or a percentage of assets under management. It's advisable to contact them directly for a personalized quote.

Local Tips

• Located in the heart of Jacksonville, the office is easily accessible via major roads and offers ample parking.
• Consider scheduling an appointment in advance, as the firm may have a high volume of clients.
• The surrounding area features several dining options, perfect for a lunch meeting or post-consultation meal.

FAQs

Do I need to bring any documents to my first meeting?

It is beneficial to bring any relevant financial documents such as tax returns, investment statements, and insurance policies to provide a comprehensive overview of your financial situation.

How often should I meet with my financial planner?

The frequency of meetings can vary based on your financial goals and changing life circumstances. Generally, meeting annually or bi-annually can help ensure your financial plan stays on track.

Is there a consultation fee?

Initial consultations may be complimentary, but it is best to confirm this when scheduling your appointment.

Monday: 8:30AM-5:30PM | Tuesday: 8:30AM-5:30PM | Wednesday: 8:30AM-5:30PM | Thursday: 8:30AM-5:30PM | Friday: 8:30AM-5:30PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
average rating from reviews for Northwestern Mutual – The Koch Group: