Kosmicki Investment Services LLC

About

Kosmicki Investment Services LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Story

Kosmicki Investment Services LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

You will find that Kosmicki Investment Services is client focused. Our approach is to educate clients, help simplify and organize their financial lives and create reassurance for today and tomorrow. We will take the time to know you and your financial position, only making recommendations to you after a thorough analysis and a review of your options. Our success is not measured by statistics, but rather your success in achieving your goals.

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 Questar Capital who is a national independent securities broker/dealer registered with FINRA and SIPC.

We chose to partner with Questar Capital because they are a subsidiary of Allianz Life Insurance Company of North America, a leading provider of retirement solutions which has consistently received some of the industry's highest financial-strength ratings from Standard & Poors and A.M. Best. And together, they are part of Allianz SE, one of the world's leading financial services institutions.

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

In order to provide our client’s with a full range of investment opportunities we provide the
following services:

Retirement accumulation and distribution plannning
IRA, Roth IRA, 401K, 403B, SEP IRA, Simple IRA and other Qualified Plan analysis and consolidation
Stretch/Inherited IRA’s
Tax Efficient Investing Programs
Income generation plans
Life Insurance review and recommendations
Long Term Care needs analysis
Social Security Advising
Estate Planning
529 College Savings Plans
Small Business Solutions

To implement the services above we utilize
the following investments and products:

Variable Annuities
Fixed Annuities and Fixed Indexed Annuities
Mutual Funds
Exchange Traded Funds (ETF’s)
Unit Investment Trusts (UIT’s)
Real Estate Investment Trusts (Traded and Non-Traded)
Stocks/Bonds
Managed Assets
1031 Exchanges
Life Insurance - Permanent and Term
Long Term Care Insurance
529 College Savings Plans
Energy Programs

Impressum

Securities offered through Questar Capital Corporation (QCC) Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Kosmicki Investment Services, LLC is
independent of QCC and QAM.