Joseph Colosimo
Financial Advisor and Accredited Investment Fiduciary at Woodbury Financial Services
Based in Prescott Valley, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Prescott Valley
Industry
Financial Services
Company size
238
Contact information
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j•••••••@woodburyfinancial.com
Phone
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Background
About Joseph Colosimo
I have been in Financial Services since I am an LPL Financial Advisor and Accredited Investment Fiduciary (AIF). I hold Series 6, 26, 63, & 65 licenses with LPL Financial, as well as Life & Health, Variable Annuities, and Long-Term Care licenses. I am able to provide my clients with a holistic financial standard of care in the most important areas of their lives. My primary focus is on corporate and individual planning, including 401(k)s, DB/DC plans, 403(b)s; SEP, SIMPLE, Traditional, and Roth IRAs; emergency and legacy planning. My primary office is in Prescott Valley, AZ, but I have a strong presence and cover much of the Inland Empire and Southern CA. You can contact me at (928) 237-5764 or email me at jcolosimo@woodburyfinancial.net. For a list of states in which I am registered to do business, please visit Securities and investment advisory services offered through Woodbury Financial Services, Inc.(WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
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