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Business Profile

Financial Services

Smith, Moses and Cozad, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(937) 431-8010Write a Review

About

Overview

Smith, Moses and Cozad, LLC

2149 N Fairfield Rd Ste B

Beavercreek, OH 45431-2598

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Find a Location

Smith, Moses and Cozad, LLC has 2 locations, listed below.

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    BBB Accreditation & Rating

    Smith, Moses and Cozad, LLC is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    Smith, Moses & Cozad offers a complete range of investment management and financial planning services.


    Client service is of utmost importance to us, and our primary goal is to help our clients meet theirs.

    BBB Accredited Since: 2/10/2011

    Years in Business: 35

    Products and Services

    This company provides financial planning and investment information.

    Business Details

    Local BBB:
    BBB of Dayton and Miami Valley
    BBB File Opened:
    7/7/1992
    Business Started:
    1/1/1991
    Business Incorporated:
    1/17/1995
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Smith, Griesmeyer & Moses, LLC
    Business Management:
    Mr. David Smith, Managing Partner

    Additional Contact Information

    Principal Contacts
    Mr. David Smith, Managing Partner
    Customer Contacts
    Mr. Forest W. Moses, Partner
    Mr. David Smith, Managing Partner
    Fax numbers
    Primary Fax: (937) 431-8020
    Additional Phone Numbers
    Other Phone: (937) 898-5599
    Additional Websites
    smithmosesandcozad.com/

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Department of Financial Institutions
    77 S High St 21ST Fl
    Columbus OH 43215
    Phone Number: (614) 728-8400
    www.com.state.oh.us/ODOC/dfi/
    Financial Industry Regulatory Authority
    1735 K Street
    Washington DC 20006
    Phone Number: (301) 590-6500
    Business Categories
    Financial Services, Business Consultants, Retirement Planning Services, Financial Consultants, Risk Management

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.