Clients have been have been asking for investment services! We heard you.

Vanderbilt CPA Group now has an independent professional in our office location who can provide these services. It is a natural fit as many investment choices often are related to tax and accounting matters. Many of you already know Bill Kossen from our office; he will now be providing investment services to clients.

Transamerica Financial Advisor’s Registered Representative, William R. Kossen, welcomes the opportunity to review/discuss investment opportunities that make sense to you. “I enjoy helping my clients prepare for the future by getting to know them and their needs. I enjoy working with Vanderbilt CPA Group because they work hard to take care of their clients’ complete financial needs.”

Request your free investment (portfolio) review today as an annual financial check-up. Are your retirement investments doing as you expected? It could be costing you valuable retirement income.

Bill Kossen is a Registered Representative and Investment Advisor with, and Securities offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC. Non-securities products and services are not offered through TFA. Vanderbilt CPA Group is not affiliated with TFA. Neither TFA nor its representatives provide tax or accounting advice. Persons who provide such advice do so in a capacity other than as a representative of TFA.

To schedule an appointment, contact William R. Kossen or Janice S. Vanderbilt at 616.954.9254