KOCEN FINANCIAL GROUP

Managing your financial affairs is a complex and involved process. We believe that your family should be involved in the process as well, and we take client education seriously. When you take steps to ensure financial security for your family members, we will support them to make well-educated decisions and uphold the financial values you've instilled. Inheriting wealth comes with substantial responsibility to prudently manage, preserve, and leverage that wealth. We are here to guide your family through those responsibilities... To help you achieve your goals, we gather information about your current financial situation as well as your desired investment returns and risk tolerance. While the process of choosing appropriate investments for your portfolio is important, it's only part of what we offer. We offer a holistic investment framework and are disciplined with your investment decisions, which can add tremendous value to your portfolio... At The Kocen Financial Group, we also help..

Also known as: Kocen Financial Group Inc., The Kocen Financial Group

Primary location: Rancho Mirage United States