Edward Jones - Financial Advisor: Suzanne A Kosik, CFP®|CRPC™

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Suzanne Kosik is a Certified Financial Planner (CFP®) and financial advisor based in Bloomington, Illinois. She provides personalized financial planning and investment guidance to clients in the local area. Suzanne specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face conversations to understand and meet her clients' financial goals.

Reviews

Location

Business Information