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Cosey Financial Services, Incorporated is a premier financial services company providing a wide range of financial products and services that help meet the needs of individuals, families, business owners, companies and foundations. In a complex and competitive marketplace, our goal is to provide comprehensive financial planning and advisory services encompassing all aspects of the client’s plan.

It is critical to emphasize the utmost confidentiality and privacy with which we protect and serve our clients. Cosey Financial’s philosophy is simple, “From Start to Finish.”  

Click here to learn more about our company , personal financial planning, business financial planning, or our products.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access to investment products and services to individuals residing in states where we are registered. Therefore, investment products and services are available only to residents of: AL, AR, CO, FL, GA, MD, MT, NC SC, TN & TX.

To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. This means when you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.

We are licensed to sell insurance products in the following states: TN, GA, OH, MT & TX.

Securities offered through Silver Oak Securities, Inc.
Member FINRA/SIPC
Fee-based advisory services offered through Cosey Financial Services, Inc., a registered
investment advisor.