Rob Cozzi, Jr., CLF®, RICP®

CONNECT

Address:

1350 E Spruce Ave Ste 100
Fresno, CA 93720

Phone:

(559) 261-2000

Fax/Other:

(866)-866-6589

Our Services

While working with you to develop a customized financial strategy, we can walk you through a step-by-step process to help make you feel more comfortable with your decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We can help you execute a financial strategy utilizing the following products and services:

  • Investment strategies
  • Insurance and annuity products
  • Retirement planning
  • Estate planning
  • Employee benefits
  • College planning

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck