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

Hired 1 time

Serves Albrightsville, PA

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License verified

5 employees

5 years in business

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Reviews

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

Exceptional 5.0

13 reviews

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Read reviews that mention:

Angelique B.

2 weeks ago

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!

Brian K.

2 weeks ago

Zhach did a great job with my retirement readiness review. He was able to show me some new products to help balance my portfolio as I near retirement. Zhach also has a great way of showing you an overview of products but can also drill into the details as I often like to do. Zhach is very passionate about helping people invest and save money.

Schyler K.

2 weeks ago

Zhach Kelsch knew what information was relevant to my situation, was able to explain my best path forward in a way I could understand, and answered all of my questions thoughtfully and thoroughly.

Bryant O.

Nov 23, 2024

Zhach Kelsch - Licensed Financial Coach's reply

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