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Zhach Kelsch - Licensed Financial Coach

Licensed

Licensed

$336

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Draft needed

Number of people

Responds within a day

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About

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

Hired 2 times

Serves Albrightsville, PA

Background checked

License verified

5 employees

6 years in business

Business hours

This pro hasn't listed their business hours.

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Social media

Credentials

License verified

Broker (Securities)

License state: PA

Background checked

Passed by Zhach Kelsch on Mar 3, 2022.

Services offered

Draft needed

Will only

Power of attorney only

Will and Power of attorney

Living trust

Number of people

Individual person

Couple (individual and spouse)

Work location

My customers travel to me

I travel to my customers

Projects and media

Projects and media

Reviews

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

Exceptional 5.0

15 reviews

5

100%

4

0%

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Read reviews that mention:

Catherine J.

Feb 9, 2026

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Hired on Thumbtack

Glad my husband and I decided to work with Zhach to help us build a more efficient financial plan. He simplified the process for us and took the time that was needed to come up with a personalized solution. We can tell Zhach genuinely cares about his clients’ success and is passionate about what he does. Will be utilizing his services in the future as well!

Zhach Kelsch - Licensed Financial Coach's reply

Thanks Catherine! Looking forward to continue working with you and watching your progress.

Personal Financial Planning

Angelique B.

Mar 20, 2025

Zhach Kelsch - Licensed Financial Coach's reply

Ellie V.

Feb 6, 2026

Zhach was great & very helpful with figuring out my finances and setting myself up for the future. I am very appreciative of him and his services!

Zhach Kelsch - Licensed Financial Coach's reply

Thanks Ellie, it's a pleasure working with you and we're very excited for your future!

Mark Y.

Apr 1, 2025

Zhach is very knowledgeable about all the topics I kept having questions about financially. Takes his job very seriously and spends a lot of time teaching you about all your questions instead of tossing the answer at you and moving on. The concepts of setting up emergency funds, medium term savings funds, and multiple long term savings funds with different options was a game changer for me. He helped fill in the gaps in my knowledge and continuously teaches me financial information that I can take and use for a lifetime. Highly recommended!

Zhach Kelsch - Licensed Financial Coach's reply

Thanks for the kind words Mark! Knowledge without action is useless but your discipline is unmatched. I’m looking forward to working together to grow your personal wealth & net worth well into the future.

Schyler K.

Mar 21, 2025

Zhach Kelsch knew what information was relevant to my situation, was able to explain my best path forward in a way I could understand, and answered all of my questions thoughtfully and thoroughly.

Zhach Kelsch - Licensed Financial Coach's reply

Thanks for your trust & kind words Schyler!

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 10 states -Licensed Investment/Securities Representative in 10 states -Leads of team of 5 other licensed representatives -Bachelors Degree of Business from Penn State University

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