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Chris Cosenza, CFP®, Honored with the 2015 Star Wealth Manager Award

Retirement Planning Alert-Full Version-October 2014

Retirement Planning Alert-Short Version-Updated October 2014

Chris Cosenza, CFP®, Honored with the 2014 5 Star Wealth Manager Award

Retirement Planning Alert-Short Version-March 2014

Tips for Self-Employment Sanity-LocumTenens.com-March 2013

Pension Plan for a Self Employed Client-Wall Street Journal Online-December 2012

5555 Glenridge Connector 
Suite 200
Atlanta GA 30342

Tel: 678-929-6570
Fax: 678-929-6572
Email: info@brookhavenwm.com

    

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Schedule a meeting through our online calendar:

For Clients:

Phone/Web Review

30 Min

In Person Review

60 Min

For Clients:

Introductory Phone Call

10 Min

In Person Initial Consultation

30 Min

Please complete our Discovery Survey in preparation for our first call or meeting

Discovery Survey

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: CA, FL, GA, MD, ME, NC, NJ, NY, SC, TX.   

Insurance-related services may not be provided to individuals residing in any states other than 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. 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.

The opinions voiced on this website are for general information only and are not intended to provide specific advice or recommendations for any individual security or strategy. To determine which investment(s) or strategies may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.

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