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Cozart and Edwards

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Raleigh
CRD Number
Website cozartandedwards.com
Client types

Overview

Cozart & Edwards, PA is a financial services firm based in Creedmoor, North Carolina, providing a combination of accounting, tax planning, business consulting, retirement planning, investment management, and insurance services. The firm emphasizes developing long-term client relationships by understanding individual goals, identifying risk tolerance, and offering personalized financial guidance. Its approach highlights that no single strategy fits every client, instead focusing on customized solutions supported by a team-oriented philosophy and a commitment to transparency and open communication.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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