Mokosak Advisory Group, LLC

Mokosak Advisory Group, LLC

Categories

Finance/Investments

About Us

For more than 25 years, we have guided our clients through challenging financial transitions and helped them achieve what is truly most important to them.

Our process allows our clients to pass their legacy on to the next generation, and not just in the form of money, but through charitable giving, the family’s mission, and the values and experiences that have shaped who they are today. No matter what your vision may hold for the future, the Wealth Management Advisors at Mokosak Advisory Group will identify your strengths and weaknesses, and help you achieve what is truly most important to you.

As fiduciaries, your interests always come first. We want to understand where you’ve been, and it’s our goal to help you get to where you want to go.

We will conduct a comprehensive evaluation of your advanced planning needs, and in collaboration with your professionals or with our select team of professionals, provide solutions for moving forward.

No matter what your vision may hold for the future, the Wealth Management Advisors at Mokosak Advisory Group will identify your strengths and weaknesses, and help you achieve what is truly most important to you.

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Frank Mokosak

Rep/Contact Info

Kailey Hanson
Client Success Associate
Marty Kelly
Associate Wealth Management Advisor
Suzanne McMahon
Client Services and Support
Frank Mokosak
Owner & Wealth Management Advisor