Broker Check
John Kourgelis

John Kourgelis

Financial Advisor

My main goal is to set my clients up for financial success. By showing my clients a unique and uncommon approach to financial decision making, I am able to help them lift the burden of making difficult financial choices. By utilizing this detailed and structured approach, I'm able to work with clients in almost any financial situation in order to better their current and future financial situation.

Specializations:

• Personal Saving Strategies (Long-term and Short-term)

• Debt Reduction Planning (Student Loans, Credit Cards, etc.)

• Cash Flow Budgeting

• Personal, Customized Retirement Planning

• 401K, 403(B), IRA, After-Tax Asset Management & Rollovers

• Independent Supplemental Disability Income Protection and Life Insurance Protection Strategies

• Executive Personal Financial Planning

 

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian