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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Roche is an Investment Advisor Representative with The Colony Group, LLC and is registered in North Carolina and Arizona. Kristopher is a Certified Financial Planner™ professional who is committed to helping individuals and families achieve their financial goals. Kristopher has a diverse background in finance and business, and has worked in a variety of roles in the industry. Prior to joining The Colony Group, LLC, Kristopher worked at West Financial Services, Inc., Buckingham Strategic Wealth, LLC, and Lost Dog Cafe. Kristopher has a deep understanding of the financial markets and a passion for helping clients make informed investment decisions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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AZ
07/01/2024 - Present
THE Colony Group, LLC (GLENDALE AZ)
Active
Inactive
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