Investment Advisor Representative
AIF® (Accredited Investment Fiduciary)
Cole Koeniger chose to work at Eagle Rock because the independent financial planners at the firm have no quotas and no sales goals. Instead, they are dedicated to providing you with financial advice that is in your best interests.
“ With 13 years of experience in the financial services industry, it is very important to me that I deliver my clients unbiased advice.”
Because of this commitment to transparency and doing what’s best at all times, Cole doesn’t provide cookie-cutter advice telling you that you must have $1 million+ saved before you retire. It’s not about some magic number, it’s about developing a custom plan and cash-flow analysis that will show you step-by-step when and how you can retire.
Cole says, “Our financial planning work starts with your goals, time horizon, family dynamics and your risk appetite. While helping you manage risk and volatility with strategies to protect your wealth, we’ll lay out a roadmap showing you how to create retirement income from your assets. Your plan includes yearly factors for inflation, and perhaps most importantly, helps lay the groundwork now for minimizing taxation later.”
After receiving his bachelor’s degree in business, Cole began working as a financial advisor in various positions. He is married, and he enjoys family time, golfing, kite surfing, reading and charity work. Recently he served for nine years as treasurer for the Jubilee Center in Hoboken, New Jersey. He is licensed in many states, and delivers lectures and hosts seminars at hospitals and municipalities.
Cole provides free, second-opinion reviews of your current financial plan. He looks forward to calls and meetings, and always seeks to provide value with every consultation: 973.432.0475
Our success is aligned with your success, and we wouldn’t have it any other way.
Eagle Rock Wealth Management, Inc
72 Eagle Rock Avenue, Suite 302 East Hanover, NJ 07936
Phone: 973.434.8172 | Cell: 973.432.0475 Email: firstname.lastname@example.org