Chris Cosenza CFP^®, AIF^® is an Investment Advisory Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA/SIPC. Brookhaven Wealth Management and United Planners are independent companies. United Planners Investment Advisory Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, MD, ME, NC, NJ, NY, SC, TN, TX. He is also licensed for insurance business in FL, GA, MA, NC, NJ, NY, SC, TN, TX.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately which can be achieved in 24-72 hours in most cases. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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Don't hesitate to get in touch with us.
We would enjoy the opportunity to earn the privilege of working with you.