COSEY FINANCIAL SERVICES, INC.
SEC RegisteredYour Financial Security Is Our Priority
About the firm
Cosey Financial is a comprehensive financial service provider with experience in tax planning, investment planning, money management, group benefits, retirement planning, estate planning, and insurance. It is their mission to assist people from all walks of life in achieving their dreams of a secure financial future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax planning, investment planning, money management, group benefits, retirement planning, estate planning, insurance, portfolio management, insurance and risk management, and strategic financial planning.
Who they serve
People from all walks of life
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 343 | $47M |
| High Net Worth Individuals | 42 | $62M |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 14 | $13M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COSEY FINANCIAL SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.