Zhach Kelsch - Licensed Financial Coach

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Introduction: As an independent financial services representative specializing in debt elimination, insurance coverage and the investment needs of a wide range of clients, I have access to, but am not beholden to, the top companies/products in the industry. I do not charge an hourly fee for consultations & offer COMPLIMENTARY/CONFIDENTIAL/NO OBLIGATION financial game plans. I take this personal/educational approach in order to build trust, grow my client base & earn a name for myself by doing great for people.

Overview

Serves Albrightsville, PA

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3 employees

4 years in business

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Reviews

Customers rated this pro highly for professionalism, work quality, and value.

5.0

4 reviews

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Walter L.

Mar 16, 2024

Zhach started me on a financial needs assessment and small payments towards retirement about 1 1/2 years ago. Since then I’ve paid off 2 credit cards and my car and am continuing to work with him on the next step. I wouldn’t have gotten this far without his knowledge and expertise. 100% satisfied. Thanks Zach! A great friend and an incredible coach!

Zhach Kelsch - Licensed Financial Coach's reply

Thanks for the kind words Walter! You deserve all the credit for having the discipline to implement the plan but I'm happy to help!

Greg R.

Aug 8, 2023

Before talking with Zhach, I had no plans for any kind of savings or retirement for my future. He laid it out for me in a way that was very understandable and got me motivated to start saving.

Zhach Kelsch - Licensed Financial Coach's reply

Awesome Greg! I appreciate that.

Rebekah P.

Aug 8, 2023

Zhach has been so helpful in educating me in what I need to do to get my finances in order and get out of debt without needing another loan or opening another line of credit. He's very knowledgeable, friendly, helpful, considerate and keeps it professional. I love working with Zhach on my finances and I can trust him to lead me in the right direction.

Zhach Kelsch - Licensed Financial Coach's reply

Thanks for such kind words Rebekah! It’s been a pleasure working with you as well.

Randy E.

Aug 8, 2023

Zhach has been very helpful and has really lined me up on a good path.

Zhach Kelsch - Licensed Financial Coach's reply

Thank you Randy!

Credentials

License

License Type: Broker (Securities) (PA)

License verified on 1/12/2024

Background Check

Zhach Kelsch

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Again, a consultations and financial plans are COMPLIMENTARY/CONFIDENTIAL/NO OBLIGATION. I’m paid a commission from the companies I recommend as well as a percentage of assets I manage.
What is your typical process for working with a new customer?
I get to know who they are, what motivates them & what their goals are. Then I take them through a COMPLIMENTARY/CONFIDENTIAL/NO OBLIGATION financial game plan in order to make suitable recommendations for improving their financial situation if possible. If it ain’t broke, I won’t suggest any adjustments!
What education and/or training do you have that relates to your work?
-15+ years as a self-employed entrepreneur -Licensed Insurance/Annuities Producer in multiple states -Leads of team of 4 other licensed representatives -Bachelor Degree of Business from Penn State University