BBB Business Review
BBB Accredited Business since
Phone: (262) 439-2960 View Additional Phone Numbers 15710 W National Ave Suite B, New Berlin, WI 53151
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This firm is a financial planning company offering wealth management planning, estate planning, insurance services, financial consulting, investment advisory service, cash management, education and seminars, as well as mortgage planning and review.
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A BBB Accredited Business since
BBB has determined that Koch Financial meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Koch Financial include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
Commissioner of Insurance
125 South Webster Street, Madison WI 53703
Phone Number: 6082663585 8002368517
Fax Number: (608) 266-9935
SECURITIES EXCHANGE COMMISSION
450 5TH ST NW, WASHINGTON DC 20549
Phone Number: (202) 942-7040
Type of Entity
Business ManagementMs. Linda G. Koch, President Ms. Jennifer L. Koch, Vice President
Financial Planning Consultants Insurance - Life Investment Advisory Service Investment Securities Retirement Planning Service Financial Services Estate Planning & Management Investment Management Miscellaneous Financial Investment Activities (NAICS: 523999)