The Kocen Financial Group

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35900 Bob Hope Dr Ste 202
Rancho Mirage, CA 92270
+1 (760) 324-4015
http://kfginc.com

Kocen Financial Group Inc., based in Rancho Mirage, CA, offers tailored wealth management services with a focus on optimizing clients' financial well-being through relationship-based, client-first financial planning and investment management. With over 30 years of experience as a Registered Investment Advisor, the firm prioritizes education and a comprehensive approach that aligns with clients' values and future aspirations.

Dedicated to serving individuals and families at every stage of life, Kocen Financial Group specializes in financial and tax planning, retirement planning, investment services, and family wealth management. The firm emphasizes the importance of client education and collaboration with financial professionals to ensure that clients and their families are equipped to make informed decisions regarding their financial legacy.

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United States›California›Rancho Mirage›The Kocen Financial Group

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