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Our History & Values

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 for several large and well-known banking associations. It was during this time that he realized that he wanted to do more for his clients. He wanted them to have access to greater investment strategies that would better serve their financial demands. He believed that everyone, regardless of net worth, deserves an investment plan designed specifically for them.

Jackie Montoya joined the Kosmicki Investment Services team in 2006.  They have furthered the firm’s commitment to serving individuals that were intimidated or overlooked by larger firms. Since then, the Kosmicki team has tirelessly dedicated themselves to ensuring every client receives personal best-in-class attention and service.

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. This ensures 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.

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