Cosey Financial Services

Financial Planning . Insurance & Risk Management . Investment Banking
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Your Financial Security Is Our Priority

At Cosey Financial, it is our mission to assist people from all walks of life in achieving their dreams of a secure financial future. Cosey Financial is a comprehensive financial service provider with experience in tax planning, investment planning, money management, group benefits, retirement planning, estate planning, and insurance.

Primary Practice Areas

Retirement Planning

Effective retirement planning requires various investment focuses at various life stages.

Portfolio Management

Simply stated, Portfolio Management is the decision making process utilized in regard to investment policy.

Insurance and Risk Management

Risk Management is the process of identifying, analyzing, and quantifying the inherent uncertainty in any potential investment.

Strategic Financial Planning

We believe in strategic planning for our clients specific to their needs and goals. We provide a way for our clients to review and track their plan and measure their specific success. This can become the anchor that allows for us to engage and advise an informed client together in the process to securing their unique journey.

Contact Us

Cosey Financial Services, Inc.
8880 Cedar Springs Lane, Suite 103
Knoxville, TN 37923

Phone: (865) 470-4244
Fax: (865) 470-4237

 

Securities offered through Silver Oak Securities, Inc.
3339 N. Highland Ave., Jackson, TN 38305
Member FINRA/SIPC
Advisory services offered through Cosey Financial Services, Inc.

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