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ClaimFinancial Services
At Kotys Wealth Professionals everything we do is focused on you and your goals.
We are fee-only fiduciaries, which means we do what is in your best interest 100% of the time and you receive conflict-free advice without the worry of being sold financial products. In this capacity, we add significant value by tackling our client’s complex wealth management issues.
We are passionate about the work we do here. We are driven by the purpose of providing exceptional investment management and financial planning. Our goal is to become your trusted advisor that focuses more on your money than you do, so you can continue pursuing the things you are passionate about.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Valparaiso, IN
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Year founded
Founded 2007
1 Locations
- Valparaiso , IN
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