James Kosan - UBS Financial Services Inc.

Services Offered

• financial planning
• investment management
• retirement planning
• wealth accumulation

About

James Kosan is a financial advisor based in Riverside, California, providing financial planning and investment guidance to local clients. He specializes in various financial services including retirement planning, investment management, and wealth accumulation strategies. As part of UBS Financial Services, James offers personalized financial solutions tailored to meet the unique needs of individuals and families. His practice focuses on helping clients achieve their financial goals and navigate major life events with confidence.

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