Improving the Trajectory of Your Financial & Retirement Future
As the CEO and lead Financial Advisor of The Alchemists, Maggie focuses on her clients' (whom she calls her “people”) and their unique financial situations, needs and concerns. She has exceptional drive and a strong work ethic, which help her maintain high levels of activity and unprecedented customer service. Maggie's people respond to her genuine concern for their well-being and their financial aspirations. She utilizes her intelligence, focus and intense attention to details to provide high levels of activity centered on needs analysis, financial development and true diversification that is proactive and non-transactional. She services the products which her people currently have, helps them better understand what they have, and helps them to determine if there are other areas of concern.
Outside of the firm, Maggie enjoys philanthropy, reading, playing competitive sports, traveling and quality time with her family.
Along with helping pre-retirees and retirees in their financial and retirement journey, we support and volunteer at various local organizations to support their efforts to better the community and lives of others.
The Izzy Foundation is a national nonprofit located in Providence, Rhode Island whose mission is to design, fund and IZspire creative projects and programs for families whose children have cancer or other life altering medical conditions to LIVE, LAUGH, LOVE and PLAY.
The Boys & Girls Club of Northern RI works to assure success is within reach of every young person who enters their doors. They are committed to making sure all members are on track to create and realize their own plan for the future as they strengthen the values of good character, citizenship, and living a healthy lifestyle.
Inspiring Minds' mission is to support Providence Public Schools by connecting trained volunteers to struggling students to develop close connections through which young people discover who they are, gain skills to shape their own lives, and learn how to interact and contribute to the world around them.
Interested in learning more about how we can help you navigate the journey toward reaching your financial goals and dreams? Please contact us to schedule a complimentary, no-obligation consultation.
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The Alchemists & Margaret Koosa offer Investment Advice through Brookwood Investment Group, LLC, 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. Brookwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Additional information about The Alchemists and Brookwood Investment Group is available on the SEC’s website at
www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to Margaret Koosa and/or Brookwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at
https://www.adviserinfo.sec.gov/. Click here for full
Disclosure.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.