COSIO FINANCIAL SERVICES, INC.
MIAMI, FLORIDA

COSIO FINANCIAL SERVICES, INC. is a financial services firm headquartered in Miami-Dade County, Florida, with the primary objective of providing comprehensive financial management solutions to clients residing within Arizona, Florida, and New York. Established on March 22, 1999, the company has been facilitating a wide range of insurance and securities products through its licensed representative, Lillian J. Cosio, who operates under New York Life Insurance Company and various other independent unaffiliated insurers. As well as offering standard financial advice and investment counsel via NYLIFE Securities LLC, Cosio Financial Services delivers services encompassing investment and retirement planning, risk management and estate conservation. The firm emphasizes a client-centric approach by developing personalized strategies tailored to individual needs, thereby allowing clients to navigate the ever-evolving financial landscape effectively. By leveraging advanced tools such as transaction analysis, health information (with permission), and proprietary calculators for need assessment, Cosio Financial Services ensures an ongoing advisory framework that dynamically adjusts in response to changes in client circumstances. Moreover, while strictly adhering to state-specific regulations with no operations beyond Arizona, Florida, and New York, the company collaborates extensively within legal bounds with diverse service providers and non-affiliated entities such as banks and credit card issuers for enhanced client outreach and service delivery. For direct correspondence or advisory services, COSIO FINANCIAL SERVICES can be reached at their multiple office locations in Miami via phone numbers including (786) 275-1333 and (800) 695-4331. More information and resources are accessible on their official website: cosiofinancialservices.com. Notably, the company operates under a Domestic Professional Service Corporation structure within the state of Florida, with its filing number P99000025758 and Fei Number 650904148.