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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Cosner Financial Group

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United States
Windsor, CO
Cosner Financial Group

Securities offered through
Osaic Wealth, Inc., Member FINRA / SIPC. Investment advisory services offered
through Cosner Financial Group.

Osaic Wealth is separately owned. Information referenced here is
independent of Osaic Wealth.

01/01/2025

🎉✨ Wishing you a Happy New Year from Cosner Financial Group! ✨🎉
As we say goodbye to this year and look ahead to the next, we’re filled with gratitude for the trust you’ve placed in us. May the new year bring you health, happiness, and exciting new opportunities—both in life and in your financial journey.
Cheers to new beginnings and a bright 2024! 🥂💼

12/25/2024

🎄✨ Merry Christmas from Cosner Financial Group! ✨🎄

Wishing you a season filled with peace, joy, and all the things that make this time of year special.

May your holiday be bright, and the year ahead bring happiness and prosperity to you and your loved ones. 🎁

12/21/2024

❄️🌨️ Happy First Day of Winter from Cosner Financial Group! 🌨️❄️
As the seasons change, it’s the perfect time to reflect on your financial goals and make sure you're prepared for whatever comes your way.

Let’s make sure you’re ready for the season ahead—financially and beyond!

12/16/2024

🎄👕 It's National Ugly Sweater Day! 👕🎄

At Cosner Financial Group, we might not be winning any fashion contests, but we're definitely winning when it comes to your financial future! Whether you're rocking that hilarious sweater or sticking with a classic, we're here to help you craft a financial plan that looks good—no matter the style.

So, go ahead—wear that sweater with pride, and know that we're here to help you tackle your financial goals with confidence. 🧑‍💼💡

12/13/2024

Is your child’s college education on your radar? At Cosner Financial Group, we’re here to help you craft a thorough plan that supports both your retirement and college savings goals.

Don’t wait—let’s build a brighter future together! Reach out for a free consultation at (800) 879-1548 or email [email protected].

12/04/2024

🍪🎉 Happy National Cookie Day from Cosner Financial Group! 🎉🍪
Just like the perfect cookie recipe, financial success is all about the right ingredients: smart planning, consistency, and a little bit of sweet strategy.

Whether you're savoring a classic chocolate chip or something more adventurous, we're here to help you bake up a brighter financial future.

Have a sweet day and remember, we're always here to help you with your financial "recipe" for success!

12/01/2024

Happy First Day of December!

Now is a great time to take a closer look at your portfolio to ensure your investments align with your retirement goals as we head into 2025.

Visit cosnerfinancialgroup.com, or call (800) 879-1548 to set up a free consultation.

11/28/2024

🍂 Happy Thanksgiving from all of us at Cosner Financial! We are grateful for your trust and support.

May your day be filled with warmth, joy, and the company of loved ones. Wishing you a wonderful holiday! 🦃✨

11/17/2024

Start planning for your child's college education today! At Cosner Financial Group, we specialize in creating comprehensive plans that support both your retirement and college savings goals.

Ready to take the next step? Contact us for a free consultation at (800) 879-1548 or email [email protected].

11/14/2024

Feeling uncertain about the market in these unpredictable times? While we can’t foresee exactly where the markets will go tomorrow or in the years ahead, we can guarantee one thing: we’ll handle your financial plans with the same care and attention as our own. Let's work together to secure your future.

Contact us for a free consultation at (800) 879-1548 or email [email protected].

11/11/2024

Happy Veterans Day from all of us at Cosner Financial! Today, we honor and celebrate the bravery and dedication of all those who have served our country. Thank you for your service and sacrifice. We appreciate you! 🎖️

11/08/2024

At Cosner Financial Group, our long-term success in a dynamic industry stems from our unwavering commitment to putting our clients' best interests first. We take the time to understand your unique goals and craft a personalized strategy to help you achieve them, providing a variety of options and alternatives along the way.

For a complimentary consultation, reach out to us at (800) 879-1548 or email [email protected]. We look forward to partnering with you!

Address

628 Main Street
Windsor, CO
80550

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19704823922

Website

http://www.cosnerfinancialgroup.com/

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Our Story

Over 30 years ago, Cosner Financial Group began with Jim Cosner’s dedication to giving his community straightforward financial guidance.

Jim started Cosner Financial Group in 1988 in Midland, Texas after his time in United States Airforce. With a growing family, he was drawn to the evolving financial industry and the ability to help others plan their future.

While the roots of Cosner Financial Group are based in Texas, his experience in the mountain west as a University of Wyoming alumni drew him to expand to Colorado.

Jim’s son Ryan joined the firm in 2002, after earning his bachelor’s degree at Texas Tech University in Personal Financial Planning. Ryan credits his passion for finance to reading his father Jim, The Wall Street Journal stock quotes on the way to his childhood soccer games.

In 2007, Cosner Financial Group expanded to Fort Collins. Our current Old Town office location was established in 2010.

With the opening of a Colorado office, what started as a small operation based out of a mother-in-law unit in Midland grew to into a business backed by multiple generations of the Cosner family.

The family bond they have has set them up for the success they now enjoy in Colorado and Texas as a family-run, relationship-first financial group and registered investment firm.

With the help of Austin Kelly – who joined the company in 2004 after earning his bachelor’s degree in Finance and Accounting from the University of Texas at San Antonio – and Jeremy Newton – the manager of the Midland branch with a bachelor’s degree in Personal Financial Planning from Texas Tech – Cosner Financial Group can handle the needs of any client with transparency and trust.

That vision has allowed us to take on clients from every walk of life, including high net worth individuals to mom-and-pop business owners, to young adults just out of college. Our down to earth, education-based communication style means that no matter the goals, we can better prepare for what lies ahead.

While Jim still maintains a presence in both offices, Ryan leads the Colorado operation, remaining dedicated to helping his clients achieve their personal financial goals.

“We’ve grown Cosner Financial Group into the kind of business that we would want to work with,” Ryan says.

Through our dedication to helping all clients understand their financial goals and strategy – along with the help of the ever-friendly office dog, Sadie – we aim to make everyone feel welcome.

During our time off, all members of Cosner Financial Group appreciate the lifestyle and access to the outdoors afforded by Colorado and Texas, from fly fishing to hiking to golfing.