Koinonia Financial
8505 Technology Forest Place, The Woodlands, TX 77381
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Koinonia Financial is a finance institution located at 8505 Technology Forest Place in The Woodlands, Texas, United States. Our dedicated team of financial advisors provides exceptional service to clients in The Woodlands, TX. Built upon Christian principles, our foundation is centered around trust built through relationships. We strive to be good stewards of God's wealth and aim to establish meaningful, long-lasting relationships with our clients.
Our services include tax efficiency, risk management, investment management, financial planning, education savings plans, retirement planning, insurance plans, and more. We do not have account minimums and meet with clients regularly to ensure their financial well-being.
As a Registered Investment Advisor with over 50 years of experience, we offer personalized financial solutions and emphasize suitability in all our proposals. Our team works diligently to disclose and minimize any potential conflicts of interest.
Preserve and manage your financial well-being with Koinonia Financial today. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through KOINONIA FINANCIAL, a registered investment advisor, and separate entity from LPL Financial. Visit us at 8505 Technology Forest Pl Ste 201, The Woodlands, TX 77381.
Reviews
"I'm delighted to share my outstanding experience with Koinonia Financial. Their expertise in financial planning is truly remarkable. Cody, our dedicated advisor, conducted himself with the utmost professionalism. He not only lent a keen ear to our concerns but also provided astute guidance and a comprehensive strategy to address and enhance our financial standing. We couldn't be more satisfied with the service and advice we received. Koinonia Financial and Cody have undoubtedly made a positive impact on our financial future."
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