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InvestmentServices

Queensborough
Investments

HELPING YOU MAKE INFORMED DECISIONS

for your future and giving you independent advice and options.

By knowing more, you will be in a better position to make the right decisions concerning 401K rollovers, pension distribution, social security, insurance and retirement income solutions.

we will guide you every step of the way.

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Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits and are not FDIC insured. These products are not obligations of the and are not endorsed, recommended or guaranteed by or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Our Investment Team

Photo of Michael Koltz, CPFA ®

Michael Koltz, CPFA ®

First VP, Senior Wealth Planner
P: (762) 383 6223
M: (706) 550 9784
F: (706) 868 9974

7 George C. Wilson Ct.
Augusta, GA 30909

Michael Koltz is a Wealth Management representative for the Augusta and Rural markets. He has over 20 years of experience in wealth management. Koltz also recently earned the CPFA® designation (Certified Plan Fiduciary Advisor). Koltz provides counsel designed to ensure customers make prudent financial decisions that are in harmony with their goals and deliver personal satisfaction and lasting peace of mind. Koltz has lived in Augusta, Georgia, for 17 years but received his Bachelor of Arts and Sciences from Creighton University in Omaha, Nebraska. He is a member of the Young Professionals of Augusta, and he also volunteers for the Aiken Augusta Swim League and the Fred Lamback Disability Swim Meet.

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Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits and are not FDIC insured. These products are not obligations of the and are not endorsed, recommended or guaranteed by or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits and are not FDIC insured. These products are not obligations of the and are not endorsed, recommended or guaranteed by or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible..

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquires that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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