Greg Koontz

Background

About Greg Koontz

Are you emotionally attached to your money? Who isn’t? Our clients make decisions guided by facts and knowledge, rather than fear or TV ratings… At Raymond James, we believe in a conservative, professional approach to considering every aspect regarding our clients financial needs. We develop plans through GPM that will start clients on their way to a secure future. We are committed to personal service and knowledgeable advice to help our clients develop, execute, and navigate a customized, flexible, goal based financial plan. As an investor in today’s market, you compete in a highly sophisticated financial arena. With changing world events influencing the financial markets, overwhelming amounts of data and a growing number of investment vehicles to choose from, making strategic investment decisions is more challenging than ever before. Add to that the complexity of buying, selling and tracking performance of numerous investments held at separate investment firms or financial institutions, and it’s hard to know if the choices you’ve made are the correct combination to reach your goals.