Our Services

Our Services

As part of a larger national footprint, our team provides a ready resource when you need solutions. Bennett, Mastin & Kosmak, Inc. is the key component for the growth of your investment program. Our dedication to meeting the needs of your client, coupled with our focus on creating a mutually beneficial partnership with the Financial Institution and the Financial Advisor are unique in the industry!

Benefit to your Practice

  • Program strategy and development provided by partners who know your business.
  • A compliant investment program that delivers effective financial solutions for your clients. Our Principals personally review all business submissions by the Financial Advisors for suitability and appropriateness.
  • Bennett, Mastin & Kosmak, Inc. works with you in creating a brand that is consistent and complimentary with the existing Financial Institution brand.
  • Technical support and education which integrates the technology and wealth management tools that drive the financial services program at your Financial Institution.
  • Resource Desk and Advanced Planning services provided by Bennett, Mastin & Kosmak, Inc., and Cetera Advisor Networks, LLC.
  • Brokerage operations support provided by Bennett, Mastin & Kosmak, Inc., and Cetera Advisor Networks, LLC.

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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

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