Zhach Kelsch - Licensed Financial Coach

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Introduction

As an independent financial services representative specializing in debt elimination, insurance coverage and the investment needs of a wide range of clients, I have access to, but am not beholden to, the top companies/products in the industry. I do not charge an hourly fee for consultations & offer COMPLIMENTARY/CONFIDENTIAL/NO OBLIGATION financial game plans. I take this personal/educational approach in order to build trust, grow my client base & earn a name for myself by doing great for people.

Overview

Serves Albrightsville, PA

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3 employees

4 years in business

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Reviews

Customers rated this pro highly for professionalism, work quality, and value.

Exceptional 5.0

9 reviews

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Read reviews that mention:

Walter L.

Mar 16, 2024

Zhach started me on a financial needs assessment and small payments towards retirement about 1 1/2 years ago. Since then I’ve paid off 2 credit cards and my car and am continuing to work with him on the next step. I wouldn’t have gotten this far without his knowledge and expertise. 100% satisfied. Thanks Zach! A great friend and an incredible coach!

Zhach Kelsch - Licensed Financial Coach's reply

Thanks for the kind words Walter! You deserve all the credit for having the discipline to implement the plan but I'm happy to help!

Melissa B.

4 weeks ago

Zach was great to work with. Took the time to explain and go gover everything. Walked me through everything step by step.

Dante C.

4 weeks ago

Zhach is very knowledgeable about what he does. He explains concepts in an easy to understand manor and does not make you feel rushed or pressured. Zhach comes across as a very trustworthy individual, so much so that I decided to start working with him.

Lexis K.

4 weeks ago

Zhach is quick to respond to any questions that I ask. He truly values me as a client and in the work he does. He is always looking at the best possible options that help me to be successful. Zhach demonstrates integrity in all of our interactions. He is wonderful!

Bryant O.

4 weeks ago

Zhach is a well balanced professional. He’s always been a very well versed business man. Everything has to make sense to him before he suggests anyone to do anything with their finances. Highly recommend Zhach as your finance coach, account manager, or investment adviser.

Credentials

License

License Type: Broker (Securities) (PA)

License verified on 1/12/2024

Background Check

Zhach Kelsch

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Again, a consultations and financial plans are COMPLIMENTARY/CONFIDENTIAL/NO OBLIGATION. I’m paid a commission from the companies I recommend as well as a percentage of assets I manage.
What is your typical process for working with a new customer?
I get to know who they are, what motivates them & what their goals are. Then I take them through a COMPLIMENTARY/CONFIDENTIAL/NO OBLIGATION financial game plan in order to make suitable recommendations for improving their financial situation if possible. If it ain’t broke, I won’t suggest any adjustments!
What education and/or training do you have that relates to your work?
-15+ years as a self-employed entrepreneur -Licensed Insurance/Annuities Producer in multiple states -Leads of team of 4 other licensed representatives -Bachelor Degree of Business from Penn State University