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Family Owned.
Family Operated.
Family Focused.

Put Your Family First

Retirement Planning & Wealth Accumulation Services

Based in Windsor, CO


Kosmicki Investment Services is a comprehensive financial services firm committed to helping you improve your long-term financial health. Our customized programs are designed to grow and conserve your wealth by delivering personalized service and knowledge.

In light of the COVID-19 virus and in the best interest of our clients, most of whom are over the critical age of 60, we will make a change to our operations until April 30th. Non critical client meetings will be by phone or by a screen share program.  The office will continue to be open from 9-5 as normal, but with a reduced staff.  Those of us not in the office will be working remotely.

Please be assured that we are diligently monitoring your accounts as well as the markets and will continue to provide you with professional service without interruption. We appreciate your understanding during these unprecedented times. Please adhere to the CDC guidelines and may you and all those close to you be safe and healthy. Please contact us if you have any concerns or if we can help in any way.

Our mission is to build a working relationship with our clients that will ensure they recognize their life objectives and help achieve their financial goals.

Check the background of this firm/advisor on FINRA’s BrokerCheck.