Tailored Financial Guidance for Every Stage of Life
Edward Jones - Financial Advisor: Andrew J Kocisky offers personalized financial planning and investment services in St. Petersburg, FL. With a perfect 5-star rating from satisfied clients, Andrew and his dedicated team pride themselves on their deep knowledge of finance and their commitment to understanding each client's unique financial goals. Whether you're just starting to save, managing millions in assets, or preparing for retirement, they provide expert guidance to help you achieve financial success and peace of mind.
150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA
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Comprehensive strategies tailored to your unique goals, including retirement and estate planning.
Expert guidance on portfolio management and investment options to grow your assets.
Personalized advice to help you save and plan for a secure retirement future.
Assistance with financial aspects of estate planning to protect your legacy.
Ongoing support and personalized service to adapt to your changing financial needs.
Overall rating
Andrew Kocisky
Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew
Janice Burdick
Andrew and Suzanne are a great team. I was impressed by their knowledge, professionalism and especially their ability to understand not only what my financial expectations were -but what I had in mind for our family going forward. Personal touch is exceptional! J
Mike Mastry
Over the years Mastry Law has referred several of our estate planning clients to Andrew Kocisky for guidance concerning their financial planning needs. Andrew and his staff are extremely knowledgable, friendly and easy to work with. They take the time to get to know each client on a personal level so their unique concerns and financial planning needs can be addresses in a manner that fits their individual situation and achieves their specific goals. We've referred clients to Andrew and his team who have several million dollars in assets, those who are just starting to save for the future, and those entering retirement who are concerned about outliving their savings. Without fail, each client that we've referred is very impresses with Mr. Kocisky and thanks us for the referral. We will continue to refer clients to Andrew Kocisky and we highly recommend speaking with him if you have any financial planning needs.
