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Our Partner

Kosmicki Investment Services, LLC is an independent financial services firm.  This means we are working independently for our clients rather than representing a specific insurance or investment company.  We have teamed with Osaic Wealth, Inc. who is a national independent securities broker/dealer.

We choose to partner with Osaic Wealth because they are one of the largest networks of independent wealth management firms in the United States, with more than10,500 affiliated advisors and over $500B+ assets under management.  

Superior Products. Superior Service.

While financial strength of our broker/dealer is extremely important to our firm, the investment products offered through Osaic Wealth are just as vital. Osaic provides us with a vast assortment of financial products that are offered through a number of different financial institutions. All of our clients have different financial goals and needs. Having access to a large array of investment choices allows us to customize each client's portfolio specific to them.

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