Walt Koteff
Financial Professional at OneCommonwealth Financial Group
- Role
- Financial Professional at Onecommonwealth Financial Group
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About Walt Koteff
What is the best way to build a house? Evaluate where you are today and prioritize your requirements and needs. Develop a blueprint that captures features and lifestyle. Get things in order, establish a plan, lay down an architecturally sound foundation, build a structure that will last and protect your family for many years. Similarly, I help my clients to get their financial house organized. It all begins with sorting out the financial junk drawer! I am passionate about helping clients set attainable goals that they can stick with, after a comprehensive look at their financial world. I love showing clients the intrinsic value of a strong and orderly financial house. Please reach out via phone (85••••••26) or email (W••••••••@OneCommonwealthFG.com) to start the conversation today. LinkedIn is unaffiliated with Hornor, Townsend & Kent LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 600 Dresher Road, Horsham, PA 19••••••••37, OneCommonwealth Financial Group is unaffiliated with HTK. HTK is a wholly owned subsidiary of the Penn Mutual Life Insurance Company. I am not licensed in all jurisdictions.
Experience
Financial Professional
Onecommonwealth Financial Group
Jan 2020 — Present · Lexington, KY
50•••98RLB_Oct24
Education
University of Florida
Bachelor of Science (BS)
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