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portrait of Suzanne A Kosik
FINANCIAL ADVISOR

Suzanne A Kosik

CFP®, CRPC™
2424 E Lincoln St Ste B, Bloomington, IL 61701opens in a new window
CallSend Me a Message

About Suzanne

I love the fact that I get to help my clients achieve their long-term financial goals by first understanding what's important to them. Everyone has a unique situation, and so is every solution. Being able to make a difference in the lives of others is what continues to inspire me in the work I do.

Not only do I serve my clients, but I also choose to serve my community through Snyder Shriner 5k, Bloomington Pub Club Rotary and Epiphany Catholic Church.

My husband, Matt, and I have two children: Gwendolyn (16) and Samantha (13). Together, we enjoy boating on the Illinois...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Business Retirement Plans

Work History

  • Edward JonesApril 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Illinois State UnivBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Skiing
  • Golfing

Team Members

  • Brooke Griffis
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(309) 662-9556

Fax

(844) 741-0918

Office Address

2424 E Lincoln St Ste B
Bloomington, IL 61701opens in a new window

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