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About Us

Planning Futures

I have years of personal experience helping clients prepare for the unknown while meeting their financial goals. Ask me about:

Financial planning
Investment advice
Tax preparation
Audits (available soon)
Notary public (available soon)
Quick books

As an independent financial services proprietorship, I can access many different products so you can get the right services for you.

Comprehensive Approach

I use finance strategies designed to meet your risk tolerance and advocate your rights as a tax payer. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. My mission and values include exceeding my client’s every expectation. Call me today to find out how I can suggest long- and short-term strategies that will help you realize your financial dreams.

Contact Us

Get Started Today

Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!

Kozma Financial Services

Tele: (315) 254-4431 Email: kozmafinancialservices@gmail.com

Hours

Monday: 9am - 8pm

Tuesday - Saturday: 4:30pm - 8pm

Sunday: By appointment only

About Us

Planning Futures

Comprehensive Approach

Committed to Service

Our Team

Financial Advisor

Reviews

Social

Contact Us

Get Started Today

Kozma Financial Services

Hours

Send a message

About Us

Planning Futures

Comprehensive Approach

Committed to Service

Our Team

Financial Advisor

Reviews

Social

Subscribe

Contact Us

Get Started Today

Kozma Financial Services

Hours

Send a message