Cozad Asset Management, Inc. is a Registered Investment Adviser. Cozad provides comprehensive and personalized financial services, including:
- Tailored Investment Management
- Retirement, College, and Estate Planning
- Life, LTC, and Disability Insurance
- Income Tax Preparation
Founded in 1972, Cozad is based in Central Illinois but serves clients across the country. The experienced team of CPAs, CFP® and other financial professionals works with individuals and young families just getting started to multi-generational families with sophisticated needs.
Cozad Asset Management, Inc. is Independently Owned and Operated.
Third-party posts found on this profile do not reflect the views of Cozad Asset Management, Inc. nor its Associated Persons or Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Company Details
- Employees
- 19
- Founded
- -
- Address
- 2501 Galen Dr, Champaign,illinois 61821-7005,united States
- Phone
- +1-217-356-8363
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cozadassetmgmt.com
- Keywords
- Income Tax Preparation, Insurance Products, Multi-Generational Planning, Retirement Planning, Education Planning.
- HQ
- Champaign, Illinois
Cozad Asset Management, Inc. Questions
Cozad Asset Management, Inc.'s helpline number is +1-217-356-8363
Cozad Asset Management, Inc.'s website is cozadassetmgmt.com
Cozad Asset Management, Inc.'s LinkedIn profile is https://www.linkedin.com/company/cozad-asset-management
Cozad Asset Management, Inc. has
19 employees.
View email and phone details for 19
employees at Cozad Asset Management, Inc..
Cozad Asset Management, Inc.'s industry is
Financial Services
Cozad Asset Management, Inc.'s top competitors are
Stillwater Management, Llc,
Latham & Watkins,
Fox Ventures,
Davis-Houk Mechanical, Inc.,
Kings Point Capital Management Llc,
Pohl Consulting And Training, Inc,
Evg Extracts Llc,
Champaign County Clerk & Recorder,
Rise Investments,
Villere & Co..
Cozad Asset Management, Inc.'s categories are Financial Services
Cozad Asset Management, Inc.'s founding year is 1972
