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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 Woodbury Financial Services (Member of Advisor Group) who is a national independent securities broker/dealer.

We chose to partner with Woodbury Financial because they are part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 7,000 affiliated advisors.  

Superior Products. Superior Service.

While financial strength of our broker/dealer is extremely important to our firm, the investment products offered through Woodbury Financial are just as vital. Woodbury 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.