Merrill Lynch Financial Advisor Cory Kozisek

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Cory Kozisek is a financial advisor based in Fort Collins, Colorado, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA), Cory specializes in comprehensive financial planning and investment management. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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