The Lynfield Kozik Investment Group is an experienced team of financial professionals at Janney Montgomery Scott LLC, 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 provide guidance 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 advice and guidance 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 mission, along with our firm’s mission, is to place our client’s needs first. Our goal is to know and understand your whole financial picture and provide you with the highest level of support and knowledge to help you reach your goals.