Cozad Asset Management Inc - Champaign, Illinois
Address: 2501 Galen Dr, Champaign, IL 61821.
Phone: 2173568363.
Website: cozadassetmgmt.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Cozad Asset Management Inc
Okay, here’s a detailed description of Cozad Asset Management Inc., formatted as requested, aiming for a formal and helpful tone:
Cozad Asset Management Inc.: A Comprehensive Overview
Cozad Asset Management Inc. is a financial services firm dedicated to providing comprehensive financial planning solutions to clients. Located in Champaign, Illinois, at 2501 Galen Dr, IL 61821, the company operates with a commitment to personalized service and strategic wealth management. Their primary phone number is 2173568363, and their website, cozadassetmgmt.com, offers further details about their services and team.
Location and Accessibility
The firm’s physical address is centrally located at 2501 Galen Dr, Champaign, IL 61821. Cozad Asset Management is dedicated to ensuring accessibility for all clients. They offer a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, they maintain standard restroom facilities for all visitors. It’s advisable to schedule an appointment in advance, though the team strongly recommends making an appointment to ensure they can dedicate the necessary time and attention to your individual needs.
Services and Expertise
Cozad Asset Management specializes in guiding clients through various stages of financial planning. While their core focus is on financial planning, they work closely with individuals to develop tailored strategies encompassing retirement planning, investment management, and estate planning. The firm prides itself on a consultative approach, prioritizing a deep understanding of each client's unique circumstances, goals, and risk tolerance. They aim to build long-term relationships based on trust and transparency.
Client Feedback and Reputation
Based on available information, Cozad Asset Management consistently receives exceptionally positive feedback. Google My Business reviews indicate an average rating of 5 out of 5 stars, reflecting a high level of client satisfaction. Specifically, many clients highlight the dedication and expertise of their advisors, suggesting a strong emphasis on client service and personalized attention. The positive sentiment clearly points to a team focused on delivering exceptional results and fostering a comfortable, professional environment. The firm appears to excel at understanding the complex needs of its clientele and crafting solutions that align with their long-term objectives.
Key Points to Consider
Specialties: Financial Planning, Investment Management, Retirement Planning, Estate Planning
Location: 2501 Galen Dr, Champaign, IL 61821
Contact: Phone: 2173568363, Website: cozadassetmgmt.com
Accessibility: Wheelchair Accessible – Entrance, Parking Lot, Restroom
Recommendation
For individuals seeking a trustworthy and experienced financial partner, Cozad Asset Management Inc. presents a compelling option. Their commitment to accessibility, combined with their specialized expertise and the overwhelmingly positive client feedback, suggests a firm genuinely invested in its clients' success. We strongly encourage prospective clients to visit their website at cozadassetmgmt.com to learn more about their services and to schedule a consultation. Direct contact through their phone number, 2173568363, will allow you to discuss your specific financial needs and explore how Cozad Asset Management can assist you in achieving your goals.
👍 Reviews of Cozad Asset Management Inc
