Joel Kosovsky
Managing Member, Kosovsky and Company, CPA & Consultants, LLC , offices in Ct and FL
- Role
- Financial Advisor at Avantax
- Location
- West Hartford, CT, US
- LinkedIn followers
- 500 followers
About Joel Kosovsky
Trusted advisor / Wealth Manager who provides holistic financial planning to provide clients with financial independence and financial security by helping clients identify and achieve goals and objectives and realization of their dreams while keeping their promises to their families and friends. Solutions include fee based wrap programs, insurance solutions and alternative investments. Certifications include CERTIFIED FINANCIAL PLANNER(TM)professional and personal financial specialist. Licenses include Certified Public Accountant, FINRA Series 7, 24 & 66 exams and life and health insurance licenses.Certified Public accountant with 39 years of public accounting experience who helps his clients maximize the value of their business enterprises and minimize income tax exposure to achieve the best quality of living for the clients and their families.Securities offered through Cetera Wealth Services, LLC,Member FINRA,SIPC. advisory services offered through Horizon Financial Advisors, LLC.I will not ask for or request personal or account information through this site. Any such request should be ignored and deleted.All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy.I will not accept trading instructions through this site.I CANNOT ACCEPT RECOMMENDATIONS OR ENDORSEMENTS ON THIS PROFILE/PAGE.
Experience
Financial Advisor
Jan 1997 — Present
Education
University of Connecticut School of Business
BS, Accounting
1975 — 1979
Skills
- Insurance
- Investments
- Series 7
- Accounting
- Tax
- Financial Advisory
- Asset Management
- Investment Advisory
- Financial Planning
- 401k
- Mutual Funds
- Securities
- Estate Planning
- Retirement Planning
- Business Planning
- Insurance Planning
- Alternative Investments
- Retirement
- Strategic Financial Planning
- Wealth Management
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