Broker Check

Our Services

At KOINONIA FINANCIAL, LLC, we provide expert assistance in the following areas:

Investments

  • Personal Rollover IRAs
  • Personal Traditional IRAs
  • Personal Roth IRAs
  • Brokered CDs
  • Investment Grade Corporate Bonds, Standard & Poor’s graded BBB or Higher
  • Investment Grade Tax Free Bonds, Standard & Poor’s graded BBB or Higher
  • College Education Plans (ie 529 plans)
  • Government Securities
  • Variable Annuities
  • Company SEP IRAs
  • Company Simple IRAs
  • Company Individual IRAs
  • Corporate Profit Sharing Plans
  • Corporate Pension Plans
  • Corporate 401k Plans
  • Corporate Investments (ie dividend paying preferred stock, managed accounts)

Financial Planning

  • Fiduciary Investment Advice
  • Tax Advice concerning Investments
  • Social Security Strategies
  • College Plans
  • Estate Plans
  • 403b Planning

Insurance

  • Tax Advantaged and Insured Income
  • Growth Investment Plans
  • Low Cost vs Best Quality Life Insurance
  • Long Term Care Health Insurance