About

HI, I'M RICK COSGROVE

I am the Founder, President and CEO of Cosgrove Financial Services, LLC. In this role I am focused on providing sound financial advice. Estate Planning, Insurance, Lending, Business Formations, and Consultative Advice are some of the areas I specialize in.

I am no stranger to Financial Consulting having spent the last 25 years working in the Financial Services Industry, holding the position of a Vice President/Branch Manager along with heading/developing support departments for the Financial Institutions I represented. I had a very sound and rewarding career in Banking achieving many top honors and rewards along the way. My passion is to assist others from a "Help" standpoint as opposed to a "Sales" standpoint.

While working for the Banks over the last 25 years I have found that production (Product Sales) has taken precedence over providing sound financial advice when it comes to how to protect a client's assets. Mostly because the sales pressure is enormous and there is a lack of experience given the employee isn't typically trained on the Protection of Assets. This is where Cosgrove Financial Services can assist. I will provide a concierge level of support to my clients and provide them with the sound advice they need especially when it comes to working with their banks.

"My passion is to assist others from a HELP standpoint as opposed to a SALES standpoint."

Rick Cosgrove

"As my former Banker, I fully endorse Rick Cosgrove. He's exceedingly more than competent, honest, fair, & hard working. He has generously given extra time and knowledge to help keep a single mother in her home with some innovative financial consultation."

Tom Nichols

“I got to work with Rick as my boss and he is definitely my favorite. I could not be more blessed to have known and worked with him. He provided me with a wealth of knowledge in helping others protect their assets. ”

Monique Lazaritt Zimmer

“My estate planning consultations with Rick Cosgrove was one of the best things I have decided to do in my life. After retaining Rick to write my living trust and will, I am confident my kids won't have to bear the unnecessary costs of a Probate Attorney.”

John Carter

Call us:

+1 562 307 4320
+1 702 867 3280

E-mail:

rick@mrcoz.com

Contact Rick Cosgrove for a free consultation!

Have a question? Schedule an appoinment today! We look forward to seeing you!

DISCLAIMER

Cosgrove Financial Services LLC. & Rick Cosgrove are not lawyers or a law firm and we do not provide legal, business or tax advice. None of our representatives are lawyers and they also do not provide legal, business or tax advice. The accuracy, completeness, adequacy or currency of the content is not warranted or guaranteed. Our sites and services are not substitutes for the advices or services of an attorney. We recommend you consult a lawyer or other appropriate professional if you want legal, business or tax advice.

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