NW
Nancy Willamon
Help During Tax Season at Cozad Asset Management,
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Work Experience
Help During Tax Season
2018 - Present · 7 years
Assistant To President And Board Of Trustees
Feb 1999 - Feb 2019 · 20 years
Company Details
Cozad Asset Management, Inc. is a Registered Investment Adviser. Cozad provides comprehensive and personalized financial services, including: - Tailored Investment Management - Retirement, College, and Estate Planning - Life, LTC, and Disability Insurance - Income Tax Preparation Founded in 1972, Cozad is based in Central Illinois but serves clients across the country. The experienced team of CPAs, CFP® and other financial professionals works with individuals and young families just getting started to multi-generational families with sophisticated needs. Cozad Asset Management, Inc. is Independently Owned and Operated. Third-party posts found on this profile do not reflect the views of Cozad Asset Management, Inc. nor its Associated Persons or Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Year Founded
1972
Social Media
Linkedin
Industry
Financial Services
HQ Location
2501 Galen Dr Champaign, Illinois 61821-7005, US
Keywords
Income Tax PreparatioInsurance ProductsMulti-Generational PlanningRetirement PlanningEducation Planning
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