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About Cosner Financial Group
Cosner Financial Group understands that, like life's many aspects, managing money requires expert guidance. For over 30 years, they've dedicated themselves to helping clients navigate the financial journey.
This independent, family-owned firm offers a personalized touch that transcends one-size-fits-all solutions. They tailor financial planning services to each client, whether a seasoned investor, retirement planner, or somewhere in between. By comprehensively understanding your goals, they construct a financial security blanket that lets you rest easy.
At Cosner Financial Group, trust is earned through straightforward updates and advice rooted in profound market insights and your unique situation. Their client-driven approach shines, as most business flows from referrals by satisfied clients who've entrusted their assets and seen tangible results.
Cosner Financial Group treats your money as if it were their own, continuously monitoring and making timely adjustments. In a world of franchise-driven strategies, they stand out by crafting individualized financial plans, ensuring your financial well-being is their only objective.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Planning
- Wealth Management
- Inheritance
- College Savings
- Life Insurance
- Estate Planning
More about Cosner Financial Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 147942 | 6 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Cosner Financial Group.