123 Rowell Ct.
Helping You Find Your Path to Financial Fitness
We are a highly attentive and responsive team of advisors dedicated to helping you reach your financial fitness goals for today and tomorrow.
For corporate employees, we specialize in helping you understand your options and make the most of your employer's profit sharing, pension, and retirement funds.
We provide comprehensive personal planning services, with low fees and risk minimization strategies to help you pursue your desired lifestyle for today and tomorrow.
Our retirement planning specialists can help you develop a comprehensive retirement plan, including lifetime income planning, and specific plans to protect your assets and your legacy.
Benefit from access to printed materials, periodicals, and live seminars all provided by our professionals in an effort to enhance your investment knowledge and strategies.
We provide advice and access to specialists in the areas of estate, insurance, tax, mortgage and debt management, and college education planning.
Here at Krosnowski & Scott, we take a value-first approach, providing you with objective and current information to help you make informed decisions before you ever pay us for anything. This means you only ever pay for the products and services which will benefit you the most and fit your comfort level. We are committed to offering greater value through careful planning, systematic implementation, disciplined investing, risk management, and control of investment costs, while attempting to minimize tax exposure.
We are an independent wealth management firm with a team of dedicated professionals who are focused on providing you with optimal service and value through comprehensive financial solutions designed to meet your financial goals and expectations. We pride ourselves on maintaining a high level of interaction with our clients. You can trust our CFP® and CWS® advisors to put your best interests first and to remain attentive to your needs and goals through frequent communication, education, and comprehensive planning.
As a First Allied independent advisor office, you'll never get a one-size-fits-all solution from us, and we'll never push unnecessary products or services. We specialize in advising corporate employees to help them understand their options and maximize their opportunities through their corporate retirement plans and accounts. In addition to retirement planning, we also offer advising services in the areas of estate planning, insurance planning, tax planning, mortage and debt management, and college education planning.
Disclosure: For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied Securities nor any of its representatives may give legal or tax advice.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your industry and career changes.
When you chose to enter the field of education, we believe you made the right decision. Learn how we help.
We provide financial consulting services that strive to meet the unique needs of Healthcare Professionals.
Whether your non-profit organization has a 403b plan in place for its employees or not, we can support you in the specifics.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.