Kocen Financial Group
Closed
255 N El Cielo Rd
Palm Springs, CA 92262
Kocen Financial Group, based in Palm Springs, CA, specializes in tailor-made wealth management advice aimed at optimizing clients' financial well-being. With over 30 years of industry experience, they prioritize a relationship-based, client-first approach to financial planning and investment management.
The firm focuses on comprehensive financial services including retirement planning, tax planning, and family wealth management. Kocen Financial Group emphasizes education and client engagement, empowering individuals and families to make informed decisions regarding their financial futures.
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