Cozad Asset Management, Inc.

Financial ServicesIllinois, United States11-50 Employees

Cozad Asset Management, Inc. is a Registered Investment Adviser. Cozad provides comprehensive and personalized financial services, including:
- Tailored Investment Management
- Retirement, College, and Estate Planning
- Life, LTC, and Disability Insurance
- Income Tax Preparation

Founded in 1972, Cozad is based in Central Illinois but serves clients across the country. The experienced team of CPAs, CFP® and other financial professionals works with individuals and young families just getting started to multi-generational families with sophisticated needs. 

Cozad Asset Management, Inc. is Independently Owned and Operated.

Third-party posts found on this profile do not reflect the views of Cozad Asset Management, Inc. nor its Associated Persons or Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

Sign up for free to view info

Email Format Employee directory