Featured Business Financial Advisor in Mount Laurel, NJ
Mount Laurel Financial Advisors
Integrated Financial Partners
1300 Route 73 Suite 314
Mount Laurel, NJ 08054
(856) 291-0142
“"Serve First, Last and Always"”
Advisor Profile
Paul C. Koenig Jr.
Name:  Paul C. Koenig Jr.
Phone Number:  (856) 291-0142
Website:  Visit Website
Disclosure Link:
Jr. is a registered repres...
Disclaimer
Paul C. Koenig

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement.

The number one financial worry is not having enough money to retire.

Do you know how much you need?

Did you allocate it properly and prudently?

Do you know what assets to spend first?

This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future.

Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.
 

General Information

States Willing to do Business in:    Abington,Allentown,Ambler,Ardmore,Atco,Audubon,Bala Cynwyd,Barrington,Bellmawr,Bensalem,Berlin,Beverly,Birmingham,Blue Bell,Bordentown,Bridgeport,Bristol,Broomall,Browns Mills,Bryn Athyn,Bryn Mawr,Burlington,Camden,Cheltenham,Cherry Hill,Chesterfield,Clarksboro,Clayton,Clementon,Clifton Heights,Collingswood,Columbus,Conshohocken,Cookstown,Cream Ridge,Croydon,Crum Lynne,Darby,Drexel Hill,Elkins Park,Essington,Fairless Hills,Feasterville Trevose,Florence,Flourtown,Folcroft,Folsom,Fort Washington,Franklinville,Furlong,Gibbsboro,Gibbstown,Gladwyne,Glassboro,Glendora,Glenolden,Glenside,Gloucester City,Grenloch,Gwynedd,Gwynedd Valley,Haddon Heights,Haddonfield,Hainesport,Hammonton,Hatboro,Haverford,Holmes,Horsham,Huntingdon Valley,Jamison,Jenkintown,Jobstown,Juliustown,Lafayette Hill,Langhorne,Lansdowne,Lawnside,Lawrence Township,Levittown,Lumberton,Magnolia,Mantua,Maple Shade,Marlton,Medford,Merchantville,Merion Station,Mickleton,Monroeville,Morrisville,Morton,Mount Ephraim,Mount Holly,Mount Royal,Mullica Hill,Narberth,National Park,New Egypt,New Lisbon,Newtown,Norristown,Norwood,Oaklyn,Oreland,Palmyra,Paulsboro,Pemberton,Pennsauken,Philadelphia,Pitman,Plymouth Meeting,Prospect Park,Rancocas,Richboro,Richwood,Ridley Park,Riverside,Riverton,Roebling,Runnemede,Sewell,Sharon Hill,Sicklerville,Somerdale,Southampton,Springfield,Stratford,Swarthmore,Thorofare,Titusville,Trenton,Upper Darby,Villanova,Vincentown,Voorhees,Wallingford,Warminster,Warrington,Washington Crossing,Waterford Works,Wenonah,West Berlin,Westville,Williamstown,Willingboro,Willow Grove,Winslow,Woodbury,Woodbury Heights,Woodlyn,Wrightstown,Wycombe,Wyncote,Wynnewood
Name of Broker/Dealer:    LPL Financial
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Number of Years with Current Firm:    7
Firm CRD#:    5253413
CRD#:    5253413
Years of Experience in Financial Services:    12
 

Services

Investment Types:    Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Business Networking International - Marlton Central Chapter, American Red Cross: Red Ball Committee Chair, American Red Cross: Blood Drive Chair, Millersville University Alumni Association
Financial Organization Memberships:    Financial Planning Association (FPA), Int. Assoc. of Registered Financial Consultants
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Disability
Securities Licenses:    Series 7, Series 66
Certifications, Accreditations & Designations:    RFC®, ChFC®, CFP®, CRPC®, CERTIFIED FINANCIAL PLANNER" Certificant
 

Firm Information

Firm's Number of Planning Clients:    12000
Advisor's Number of Planning Clients:    95
Firm's Number of Clients:   
Advisor's Number of Clients:    105
Assets Managed by Advisor:    $120,000,000
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
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