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Koenig Investment Advisory
Financial Planner in Medford OR
Areas of Expertise | financial planning | retirement planning | payroll services | accounting services | asset management | annuities | college funding |
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Address
1020 E Jackson St
Medford, OR
97504 -
Map
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About
Koenig Investment Advisory is an independent investment advisory firm dedicated to providing investment advice to private investors, trusts, and small businesses. Koenig Investment Advisory LLC ( KIA ) has been providing money management services for 20 years and belongs to a class of financial services firms known as Registered Investment Advisors. As a Registered Investment Advisor, KIA is licensed and regulated by the Securities and Exchange Commission ( SEC ) and has an office in Medford, Oregon. A good portion of KIA clients are located in the greater Seattle area and weeklong trips by a principal are made to Seattle about 4 times per year. Unlike a stock broker we have no proprietary products to sel
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I've been doing this for 21 years
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Hours of Operation
Mon - Fri 6:30AM - 4:30PM
Sat - Sun Closed
Holidays Closed