Cosner Financial Group

Cosner Financial Group is a Financial Planner in Windsor, CO, located at 628 Main St. The firm provides independent financial advice and personalized planning strategies for individuals and business owners, serving clients from young adults to high net worth individuals. With a 4.40 rating based on customer reviews, the business is recognized for its positive standing among those who have engaged its services.

Founded by Jim Cosner over 30 years ago in Midland, Texas, the firm operates as an independent, family-owned practice. Ryan Cosner, Jim’s son and current CEO, joined the firm in 2002 and has helped grow the business from a small operation into a multi-generational enterprise. The Windsor office was established in 2024, expanding the firm’s presence into Northern Colorado. The team includes Financial Advisor Austin Gunsauls, Senior Client Relations Specialist and Operations Director Jody Randall, Administrative Assistant Danielle Ott, and Midland Branch Manager Jeremy Newton.

The firm emphasizes an education-based communication style and straightforward guidance, designing financial plans around specific client needs rather than adhering to a one-size-fits-all strategy. Clients receive responsive money management and meticulous service, with the team continuously monitoring investments and making timely adjustments to market fluctuations. The majority of the business comes through referrals from satisfied clients who trust the firm to manage their assets.

The business holds a 4.40 rating from customers who have reviewed it, reflecting its reputation for honest and dedicated service. This positive standing underscores the trust clients place in the firm’s ability to help them achieve their financial goals and reduce worry.

Cosner Financial Group brings over three decades of independent financial planning expertise to Windsor, offering personalized strategies that prioritize client outcomes.

Located on Main St, the business sits about 0.1 miles from 7th Street and North 7th Street. It is also near the Windsor-Severance Fire Rescue and Boardwalk Park, both within 0.2 miles.

BizScoreAI gives Cosner Financial Group a Technical score of 80 out of 100. This strength means the website is technically sound, secure, and indexable so search engines can read it without errors.