First Financial Services

Patricia Cocozza is an investment advisor at First Financial Services with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at OSAIC and National Planning Corporation prior to her current role. Outside of financial advising, she provides bookkeeping and payroll services through her own business and assists with photography-related tasks. First Financial Services provides pension consulting and financial planning to retirement plans and individual clients, focusing on asset allocation and mutual fund/ETF analysis. The firm offers advisory and consulting services without discretionary management, emphasizing pension consulting and hourly billing for planning engagements.

James Webster is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Royal Alliance since 2017 and National Planning Corporation from 2003 to 2017. Outside of advising, he is president of Mid Island Tax, Inc., a company that prepares income tax returns for individuals and small businesses. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization and access to both discretionary and non-discretionary management strategies.

Donald Donnelly Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Royal Alliance and National Planning Corp, alongside ongoing involvement as a project executive in the commercial insulation industry. He also serves as an officer and trustee in several trade associations and employee benefit funds related to insulation and asbestos workers. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and nonprofits. The firm employs a comprehensive investment process utilizing risk-tolerance assessments and portfolio optimization tools, offering a wide range of investment strategies and access to multiple custodial platforms.