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Welcome to Kobes Financial Planning Services` "Virtual Office"
Kobes Financial Planning Services is the oldest investment advisory firm in Montgomery County. Founded in 1980, the company is owned by Janie Sieglitz Kobes, CFP®. A Certified Financial Planner™ professional and Registered Investment Advisor since 1983, she works with clients whose chief objective is to build wealth for a comfortable retirement. Skilled in asset allocation, investment strategies, estate preservation methods, tax-reduction procedures and charitable giving techniques, Ms. Kobes offers solid credentials and experience to assist them. (For more information, go to Janie Sieglitz Kobes, CFP® and Our Associates)
We have designed this site for both clients and visitors to use as a complete planning and investment resource. We encourage you to roam our "office" and learn more about our philosophy, our organization, our people, and the array of resources available to you from one comprehensive site. ___________________________________________________ |

Janie S. Kobes, CFP®
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