About Us
The Office of Les R. Koonce, located in Menlo Park, California, provides personalized planning and financial solutions to both individuals and businesses. We attempt to earn the trust of our clients by listening to their needs, through careful analysis, and continued client service. For 32 years we have provided service to hundreds of clients throughout Northern California by adhering to the adage of "delivering more than we promise."
We pledge to stay current and creative. Our recommendations, whether insurance, investment, pension, or benefits oriented, reflect our combined years of experience and involvement in the financial services field.
We look forward to working with you or your business - and very much appreciate the opportunity to be of service.
Disclaimer: Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA and SIPC. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, HI, ID, IL, KS, MA, NC, NV, NY, OH, OR, TX, VA, WA.