KOHR Financial & Insurance Services, Inc. is an independent advisory firm based in California that specializes in developing comprehensive financial strategies for clients nearing or in retirement. The firm focuses on creating personalized retirement, wealth management, estate, and tax planning strategies, utilizing a variety of investment and insurance products. Their stated mission is to help clients protect their assets, ensure they don't outlive their money, and plan for the distribution of their wealth according to their wishes.

Founded in

United States