Kozak & Associates
Finance · Colorado, United States · 11-50 Employees
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Overview
Headquarters
1745 Shea Center Dr Ste 345, Highlands R...Phone Number
(303) 847-4045Website
www.kozaktripp.comRevenue
<$5 MillionIndustry
About Kozak & Associates
Kozak & Tripp is a Private Asset Management firm based in Highlands Ranch, CO, serving clients nationwide. They focus on empowering clients financially by offering a range of services including retirement planning, investment strategies, estate management, insurance, tax advice, and lifestyle planning. The firm emphasizes a comprehensive and measurable approach to achieving financial goals, ensuring clients are educated and actively involved in the process. Their commitment to personalized service reflects the unique objectives of each client.Explore more
SIC Code 62,628NAICS Code 52,523Show moreKozak & Associates Org Chart
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Kozak & Tripp is a Private Asset Management firm based in Highlands Ranch, CO, serving clients nationwide. They focus on empowering clients financially by offering a range of services including retirement planning, investment strategies, estate management, insurance, tax advice, and lifestyle planning. The firm emphasizes a comprehensive and measur... Read More