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COCOZZA FINANCIAL PLANNING, LTD. is a financial planning firm that provides expert advice to clients looking to achieve their financial goals. With years of experience in the industry, COCOZZA FINANCIAL PLANNING, LTD. has established itself as a reliable and trusted source for financial guidance.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans based on individual needs
- Offers a range of financial services
- Provides sound advice and guidance
- Relies on industry experience and knowledge
Facts and Insights
Here are some key facts and insights about COCOZZA FINANCIAL PLANNING, LTD. that highlight their success and credibility in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
COCOZZA FINANCIAL PLANNING, LTD. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
COCOZZA FINANCIAL PLANNING, LTD. works with a variety of clients, including:
- Individuals
- Families
- Business owners
- High net worth individuals
Fees & Compensation
As a financial expert, COCOZZA FINANCIAL PLANNING, LTD. believes in being transparent about their fees and compensation. They offer fee-based services, meaning their fees are based on a percentage of assets under management. This ensures that their interests are aligned with their clients and that they are working towards the same financial goals.
Background
COCOZZA FINANCIAL PLANNING, LTD. was founded by John Cocozza, a financial expert with over 15 years of experience in the financial industry. With a background in finance and a certification as a Certified Financial Planner, John brings a wealth of knowledge and expertise to the firm. He is dedicated to helping clients achieve their financial goals and make informed decisions for their future.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures from their financial advisor. At COCOZZA FINANCIAL PLANNING, LTD., they abide by the fiduciary standard, meaning they are required to act in the best interests of their clients at all times. Additionally, they have a clean record with no disclosures or disciplinary actions.