Michael J. Kotarski ChFC®, AIF® Senior Financial Advisor
58 Mount Bethel Road, Suite 204 Warren, NJ 07059
Phone: (908) 504-2047
Fax: (908) 504-2047
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Time. For over 25 years, Michael Kotarski believes in spending time with his clients. He enjoys the social nature of his relationships and this allows him to become a better financial advisor. By taking a genuine interest in a client and their family, Michael believes this is what sets him apart from other advisors. By continuing to be engaged, it keeps him in tune to all life changing aspects of a client's life. From the education planning for their newborn children through helping his clients clear an estate for a departed family member, Michael is there to help.
Michael is also involved in developing complete investment plans for business owners. He offers corporate retirement planning, business continuation planning and cash management. He facilitates these services in conjunction with his client's attorney and accountant to ensure a proper investment and estate plan.
Michael resides in Chester with his wife Kate and three sons Michael, Christian and Blake. When Michael is not on the sidelines of one of his sons' sporting events, he enjoys travel, boating and exercise.
Schedule a time to interview Michael and see how he can help you.
Wells Fargo Advisors Financial Network is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.
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