![]() | John Kozuch, RFC Chief Investment Officer Phone: (630) 665-4440 Fax: (630) 665-5030 Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it Download vCard |
John V. Kozuch, has been a retirement and financial professional for over seventeen years. John earned a Bachelor Degree in Mathematics and Computer Science from Roosevelt University in Chicago. He holds professional designations of Registered Financial Consultant (RFC), Investment Advisor Representative (IAR) through Linsco/Private Ledger, state licensed life, disability, and long term care insurance representative.
John provides wealth and retirement planning services to hundreds of Chicagoland area corporate and individual clients. He offers valuable planning assistance to his clients in the areas of financial planning, retirement plan rollovers, life/disability/long term care insurance, estate planning, establishing corporate retirement plans, and corporate seminars.
John also specializes in corporate retirement planning seminars. Through seminars, we help educate employees of corporations about their employee benefits, assist employees with retirement plan rollovers through downsizing, and make 401(k) investment recommendations.
Dugan & Lopatka, CPAs, PC 104 E. Roosevelt Rd., Wheaton, Illinois 60187 Phone: (630) 665-4440 Fax: (630) 665-5030