Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
I have had the pleasure of knowing Silvester for almost 30 years. He came highly recommended from my Mom and Dad. We had a small family at the time and Silvester got us started with a monthly savings plan that suited our lifestyle. As our children got older we were able to invest more under Silvester’s guidance. He never steered us wrong. Matt joined IG around the time I lost my husband, and I was glad to hear Silvester and Matt were joining as a team. I could not have been happier with their support for me. Matt is a joy to work with. He explains things thoroughly and has taken care of my needs and keeps me updated on a regular basis. I have been so pleased with Matt that both my children are now working with him as well. Matt is very caring and understanding and I would highly recommend working with him.
Working with Matt has been one of the best decisions that we have made for our family. He is incredibly knowledgeable and constantly works to ensure that he is finding the best solution for our family. We always feel like we are a priority for Matt. He is available to brainstorm and ask questions, and explains our options with clarity so that we are comfortable with our decisions. We can't overstate how comforting it is to know that we are actively working toward achieving our financial goals, setting ourselves up for success in the future and protecting our family’s interests. After our first meeting with Matt, we knew that we were in great hands and only regretted that we didn’t meet with him years earlier.
After years of working with various consultants, it has been refreshing to collaborate with Matt’s knowledge, integrity, and abilities, as well as his experience beyond his years (he exudes the wisdom he garnered from IG experts and mentorship). Matt's commitment to us, our goals and keeping us current with our planning has been invaluable. We know our questioning, significantly different investment knowledge and varied risk tolerances are a challenge. Matt has embraced us and our unique ways! He adapts explanations of scenarios to ensure we both fully and confidently understand our options. Matt welcomes our questioning of the recommendations to ensure we are secure that we have the optimal plan for our needs. With differences in our investment comfort levels, we appreciate Matt’s help to bridge our approaches into a unified plan. In our busy lives, we appreciate Matt's communications to provide us with enough information but not inundate us with too much. When we ask questions, he researches and provides thorough responses and advice. He makes himself available to meet us in our timing and immediately helps when unexpected situations arise. Thank you Matt! A key attribute we appreciate is his willingness to learn and find the appropriate resources to meet our changing needs and goals. Matt actively looks for improvement as well as encouraging our focus and realignment as goals are met. Thank you, Matt, for your guidance and research of our unusual requests! We look forward to many more years together.
Silvester Mior was a friend from university days. When he started with IG, we devised a financial plan. This plan included everything from buying our first home, having children, buying a larger house and then paying for their education. The goal was to retire between 55 and 60. We accomplished all of our financial goals with the help of Silvester and IG. We would not have been able to do it without his guidance. Silvester was there through the highs and lows and we trusted our financial future to him. I guess the best recommendation we can give is to say that IG watched our money like it was their own.
Koch Mior & Associates Private Wealth Management are a team of professionals that genuinely care for and educate their clients. Matt and Silvester have built a successful financial planning practice based on their extensive knowledge and understanding client needs individually. In a world of trying times and uncertainty, the goal of their team is to remove the burden of financial trials and tribulations for today and work toward a bright financial future and inter-generational wealth.