Lee-Ann Kozora

Compliance Officer at New England Professional Planning Group, Inc.

Lee-Ann Kozora

Lee-Ann Kozora

Compliance Officer at New England Professional Planning Group, Inc.

Overview
RelSci Relationships

18

Relationships
RelSci Relationships are individuals Lee-Ann Kozora likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Financial Advisor at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Financial Advisor at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Member, Advisory Team at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Member, Advisory Team at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Financial Advisor at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Consultant at European Bank for Reconstruction and Development

Relationship likelihood: Strong

Professional at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Professional at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Professional at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

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Lee-Ann Kozora
Compliance Officer at New England Professional Planning Group, Inc.
Career History
Compliance Officer
Current

Professional Planning Group provides comprehensive wealth management services to individuals, families, businesses, foundations and endowments. Its services include investment planning, retirement planning, estate conservation, college funding, risk management, and tax management. The company was founded by Malcolm A. Makin in 1976 and is headquartered in Westerly, RI.

Other Affiliations

Lee-Ann Kozora is affiliated with New England Professional Planning Group, Inc.

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