Estate Planning, Wills & Trusts
We would like to thank the following sponsors:
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
21234 Olean Blvd Suite 2A
Port Charlotte, FL 33952
Koch & Company CPAs, P.A. is a group of professionals that are committed to providing the best financial, consulting, accounting and tax services. We have over 25 years of experience.
Tax Preparation | Tax Planning
IRS Representation | IRS Resolution
Corporate & LLC Set-up & Planning
Monthly Accounting & Payroll
Trust & Estate Tax Preparation
Tax Preparation | Tax Planning
IRS Representation | IRS Resolution
Corporate & LLC Set-up & Planning
Monthly Accounting & Payroll
Trust & Estate Tax Preparation
252 W. Olympia Ave.
Punta Gorda, FL 33950
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. Your success is our priority and through our consultative process listening is most important of all. Rick has been a property owner since 1995 and has maintained a home in Punta Gorda, Florida since 2011 with his wife, Karen.
18401 Murdock Circle
Suite B
Punta Gorda, FL 33948
223 Taylor St. Suite 1214
Punta Gorda, FL 33950
- (941) 621-4015
215 W. Olympia Ave
Punta Gorda, FL 33950
- (941) 575-0007
