The Lynfield Kozik Investment Group is an experienced team of financial professionals at Janney Montgomery Scott, a New York Stock Exchange Member firm, headquartered in Philadelphia, Pennsylvania. We joined Janney in 2014, as we were attracted to their business model of placing our clients’ needs first.
We are able to make recommendations on a wide range of financial matters, including investment management, financial planning, retirement income planning, education funding, estate planning, and insurance needs.
A thoughtful, well researched and experienced understating of the financial world is a key component of what the Lynfield Kozik Investment Group delivers. As we provide information on the U.S. markets to hedge funds, banks, and mutual funds in Europe; we must stay in sharp tune to U.S. market developments. We use this in-depth knowledge and 40-plus years of combined experience to provide top notch guidance to our individual clients.
Our goal is to know and understand your financial situation and provide you with the highest level of support and knowledge to help you reach your goals.