Broker Check
Jim Koczara

Jim Koczara

Financial Advisor

It's easy to get started. Please email me for a no-cost, no-obligation consultation.

Jim services the following Genisys locations:

Clarkston - Dixie Hwy., Clarkston, MI 48346-1214By Appointment Only
  

My Professional Services:

  • Retirement Planning
  • Life Insurance Planning
  • 401(k) Planning
  • Education Funding
  • General Investment Management
  • Wealth Preservation
  • Investment Management

My Background:

Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.

As a trusted partner of Genisys Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child’s or grandchild’s education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

My Education:

  • BA - Michigan State University

 I am a Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.