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portrait of Justin R Koch
FINANCIAL ADVISOR

Justin R Koch

CFP®, CPWA®, CEPA®
801 N Main St, Elk City, OK 73644opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

About Justin

We have a love for people and assisting them with their dreams. Our team has shared values of faith, effort, respect, curiosity and perseverance. We work hard for those values to come throughout our interactions with clients every day. We focus on helping clients find where they are meant to be. For instance:

-Am I ready to retire?
-How much can I take?
-Is it time to give/gift?
-How do I sell/exit my business?
-Are my investments right for me?
-How do I find the right professionals to help me?

Our process begins with listening to you, allowing us to shift our perspective to yours. We want...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving

Work History

  • Edward JonesFebruary 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Mid-America Christian UnivMaster of Arts
  • Southwestern OK State UnivBachelor of Business Admin

Personal Interests

  • Vintage Cars
  • Music
  • Movies & Entertainment
  • Spending Time with Family
  • Farming

Team Members

  • Joy York
    Sr. Branch Office Administrator
  • Kari Payne
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(580) 225-6545

Fax

(866) 462-4386

Office Address

801 N Main St
Elk City, OK 73644opens in a new window

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