Kozak Financial
Finance · 1-10 Employees
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Overview
Phone Number
(513) 312-2226Website
www.kozakfinancial.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Kozak Financial
Kozak Financial offers personalized financial planning services focused on wealth strategies for individuals and businesses. Their services include retirement planning, insurance, and financial literacy education, all designed to align with clients' goals and values. The firm emphasizes a client-first approach, providing consultations to review current financial plans and identify potential gaps. With a commitment to effective and efficient strategies, Kozak Financial aims to help clients grow, guard, and gift their wealth.Explore more
Popular SearchesKozak FinancialSIC Code 62,628NAICS Code 52,523Show more
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Kozak Financial offers personalized financial planning services focused on wealth strategies for individuals and businesses. Their services include retirement planning, insurance, and financial literacy education, all designed to align with clients' goals and values. The firm emphasizes a client-first approach, providing consultations to review cur... Read More
