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J. Martin Kooman, CFP®

Kooman & Assoc LLC

517 S Logan Blvd
Altoona, PA 16602
Phone: (814) 941-4800 x302
Fax: (814) 941-4807

Toll-free: (800) 442-5152

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Household Income Minimum: $100,000
Investable Asset Minimum: $1,500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Banking
  • Asset Allocation
  • Business Taxes
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Irregular Income
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Tangible Assets
  • Sudden Wealth
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Our office is 95% fee based.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.