David Kozlowski (AIF®, CFP®, EA, MS)
David Kozlowski focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Our firm specilizes in three core areas: Financial Planning, Tax Planning and Preparation and Investment Management on a fee only basis.NAPFA Start Date
June 02, 2008