Smith, Moses and Cozad, LLC

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Smith, Moses and Cozad, LLC Independent financial planning firm helping people create, manage and preserve wealth. member FINRA/SIPC.

“To accomplish great things, we must not only act, but also dream; not only plan, but also believe. ~ Anatole France

Imagine making financial decisions based on what works best for you and your needs. As independent financial advisors, we are committed to providing you unbiased financial advice and recommendations. At Smith, Moses & Company, your best interests are placed ahead of our interests. You can expect to receive services that are conducted ethically, with integrity, objectivity and diligence. For you, this means:
• Highly personalized service
• Objective, third-party perspectives
• Identifying your destinations and selecting the best routes
• Periodic reviews of your progress
• Updating your plan as your life plans evolve

At Smith, Moses and Cozad, a financial services planning firm since 1991, we serve individuals, families and businesses who value the relationship with their trusted advisor. We specialize in financial, estate, and investment planning with offices in Beavercreek and Vandalia.

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Smith, Moses & Cozad is an Ohio Limited Liability Company. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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Address

2149 N Fairfield Road, Ste B
Beavercreek, OH
45431

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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