Request Information | Request Appointment | Refer-a-Friend
Home Seminars & Events Special Reports Newsletters & Brochures Map & Directions Branch Profile Retirement Planning Planning Services History Integrated Capabilities opco.com Electronic Municipal Market Access System (EMMA)
Richard Cossa - Florham Park, NJ
Richard Cossa, CRPC®
Financial Advisor
Oppenheimer & Co. Inc.
Park 80 West
Plaza One
Saddle Brook, NJ 07663
Tel:  (201) 845-2307
Toll Free:  (800) 344-9427
Fax:  (201) 845-2399

Office of Supervisory Jurisdiction
Oppenheimer & Co. Inc.
18 Columbia Turnpike
Third Floor
Florham Park, NJ 07932
Tel:  (973) 245-4600
Toll Free:  (866) 871-1634
Fax:  (973) 245-4692


Richard Cossa is licensed in the following state(s)*:
AZ, CO, CT, DC, NJ, NY

Richard Cossa joined Oppenheimer in June 2011 and works out of our Saddle Brook, NJ office. He provides a wide range of financial services, but his practice especially focuses on working with individuals on their investments and retirement planning strategies as well as 401(k) plans for individuals and institutions.

Rich is committed to helping his clients achieve their financial dreams. He seeks to build long-lasting relationships with his clients and provide levels of personal service that exceed their expectations. His ability to understand his clients’ goals enables him to understand each client’s specific needs and, as a result of that understanding, offer investment advice that is right for each client.

Drawing on Oppenheimer’s broad spectrum of resources, Rich assists each client by asking the right questions,establishing his or her needs and risk tolerance, then recommending a customized portfolio with the goals of achieving the individual’s short- and long-term goals while monitoring risk, growth and income and rebalancing
the portfolio as necessary. He also considers communications important and issues regular updates to help clientskeep current on their assets and in control of your future.

Before he joined Oppenheimer, Rich was a Financial Advisor at Wells Fargo Advisors. Previously, he was a member of the New York City Police Department, in which he achieved the rank of Lieutenant. He holds a bachelor’s degree in business administration from Dominican College. Subsequently, he earned the Chartered Retirement Planning
Counselor® designation awarded by The College for Financial Planning.

Rich’s community involvement includes membership in the New City Little League, Pascack Valley Business Associates and as a member of the Alumni Board of Dominican College. He resides, as he has for the last 30 years in New City, NY with his wife and son.




Report as of 02/27/2012

 

Oppenheimer Products & Services
• 401(k) Plans • Municipal Bonds
• 529 Plans • Wealth Management Services
• Financial Planning Services  

If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Trust Company provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.

Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.

1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

Copyright © 2012 Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC