Success is not measured by statistics, but rather your success in achieving your goals.
John Kosmicki founded Kosmicki Investment Services in April 1997, after years of working with several large banking institutions. He saw a clear need for more personalized, client-first financial guidance — the kind not often found at big firms. With a strong belief that everyone deserves access to tailored financial strategies, regardless of their starting point, John launched a firm dedicated to doing just that.
In 2006, the firm expanded with the addition of Jackie Montoya, deepening our capacity to serve families with care, insight, and integrity. Since then, Kosmicki Investment Services has remained steadfast in its mission: to offer approachable, independent financial advice backed by decades of experience and a sincere commitment to helping people thrive — in retirement and beyond.
Plan for Today. Plan for Tomorrow.
Listen First, Invest Later
We will take the time to know you, your financial position and objectives first. Then we will only make recommendations to you after we have completed a thorough analysis and a review of your options. We strive to ensure that you are receiving the best individual advice.
Advice for Your Best Interest
What makes our firm unique, is our team’s dedication to serving in your best interest. It is our fiduciary duty to make recommendations that will benefit you the most in the long run.
Focus on the Long-Term
Our goal is to build a relationship with you for the long haul. We want to help you and your family through every challenge and celebrate your every success. As a family run business, our goal is to support your family for generations to come.