Joel Kosovsky, CPA/PFS, CFP
Managing Member

Main Number 860-471-8323
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Graduate of the University of Connecticut with a Bachelor of Science Degree in Accounting.
Thirty-eight years in practice as a Certified Public Accountant, Certified in the State of Connecticut; Thirty years in practice as a Certified Financial Planner. Accredited as a Personal Financial Specialist by the American Institute of Certified Public Accountants. Registered Investment Advisor in CT, FL, & OH. NASD Securities licenses include Series 7 (General Securities Representative), Series 66 (Investment advisor) and Series 24 (General Securities Principal). Licensed in the state of Connecticut as an insurance producer for Life, Accident & Health, Variable annuities and Variable Life.
Principal in Kosovsky and Company , CPA & Consultants, LLC. Principal in Horizon Financial Advisors, LLC, a financial services firm.
MEMBER
- American Institute of Certified Public Accountants (AICPA)
- AICPA Personal Financial Planning Division
- Connecticut Society of CPA’s (CSCPA)
- Chairman, CSCPA Financial Planning Committee
- Chairman, CPASNET.com Financial Planning Committee
- Charter Member, The Association of CPA Financial Planners
- Financial Planning Association
CONTRIBUTIONS
Mr. Kosovsky’s area of specialization is personal financial planning and investment advisory services. He has helped many business owners and individuals to meet their goals and objectives to attain financial independence, manage and maintain their wealth and implementation of strategies to minimize their income and estate tax liabilities.
In addition to personal financial planning and investment advisory services, Mr. Kosovsky also provides guidance to businesses and their owners, to help grow their businesses, obtain financing and increase their profitability.
Mr. Kosovsky has been a speaker on personal financial planning to various organizations throughout the country