About My Practice
As a Certified Financial Planner™ (CFP®),I fundamentally believe that prescription without diagnosis is malpractice. In light of recent turmoil in the markets you may be questioning whether your current financial plan is still right for you.
I am a partner with Summit Financial Consultants, Inc., a full-service financial advisory firm with offices in Trumbull, Connecticut and Yonkers, New York.
At Summit, we possess the tools, resources and substantial experience in all aspects of comprehensive financial and retirement planning, a complete range of investments products ~ as well as life, disability and long-term care insurance solutions:
We are ready, willing and able to help our clients achieve their financial goals and take control of their financial lives.
I offer my clients the insight, expertise and integrity of a seasoned independent CFP® and the opportunity to develop a long-term relationship based on open communication, trust and superior service. I deliver objective advice and services tailored to my clients’ particular needs and goals and without any conflicts of interest.
Best of all, my clients tell me that their financial planning relationship helps them sleep better at night.
Martin D. Koosed is a Certified Financial Planner™ (CFP®) with Summit Financial Consultants, Inc., a full-service financial planning firm with offices in Trumbull, Connecticut and Yonkers, New York, since 1997. Previously, Mr. Koosed was a Certified Financial Planner™ (CFP®)with Ameriprise Financial in Fairfield County, CT.
Mr. Koosed has achieved the highest awards from numerous national companies including Oppenheimer Funds, MFS, Jackson National Life and Lincoln Financial. He has consistently received recognition as a top advisor with Cadaret, Grant & Co.
Since 1991 Mr. Koosed has helped individuals, families and small businesses achieve their financial goals and dreams. Along with his professional practice, Mr. Koosed conducts seminars on issues ranging from retirement planning, estate planning, tax planning to investment planning at corporations and organizations throughout Fairfield and Westchester Counties.
In addition to the designation of Certified Financial Planner™ from College for Financial Planning, Mr. Koosed holds state insurance and securities licenses and is a licensed Investment Company / Variable Contracts Principal. He received a Masters of Arts degree from the University of Illinois.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: CT, NY, NJ, FL, MA, NC, Health/disability insurance: CT, NY, NJ, FL, MA, NC, Fixed annuities: CT, NY, NJ, FL, MA, NC, Variable annuities: CT, NY, NJ, FL, MA, NC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Cadaret Grant & Co., Inc.
Summit Financial Consultants, Inc., and Cadaret Grant & Co., Inc., are separate entities.
Considerations: Comprehensive and ongoing financial planning services for individuals, families and small businesses with an emphasis on pre- and post retirement planning.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.