Jonathan Kosmata is a Premier Banker with 12 years of financial services experience. He helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Jonathan acts as his clients’ relationship manager, with a daily goal of putting them first and building their trust through high-touch attention, in-depth conversations, and technology. He seeks to provide clients the firm’s full range of products and services and guide them through their financial journeys by addressing their short- and long-term goals.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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