WHERE THE ART OF INVESTING is elevated to a science

Hunches or guesswork have no place in investing, particularly when you’re tasked with carefully investing the assets of others. “Reading the market” is a skill that can only come from firsthand experience.

We conduct rigorous market analysis, review statistical models and study technical and performance analysis.

At Cossé Financial Independence Group of Raymond James, our objective is to serve as your trusted financial partner – so you can be confident knowing that your investments are being carefully selected and your financial priorities are fully addressed.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

YOUR GOALS ARE OUR PRIORITY

Julia Cosse
Julia Theresa Cosse
Financial Advisor Associate Vice President, Investments
Maria Wahl
Senior Registered Client Service

Our Approach

Personalized service, experienced research and analysis, active investment management and acting with integrity – these are the cornerstones of our practice

Our Difference

We are a full-service financial planning and investment firm with an experienced portfolio strategist and the personal service of a local family-owned business.

Our Services

We are here to provide you with an array of financial planning and investment management services essential to your success.
Financial independence isn’t just in our name. It’s been our ongoing goal for every client we serve.
Julia T. Cossé; Financial Advisor, Associate Vice President, Investments

Information & insight

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The future at your fingertips

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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