Cohen Investment Advisors
Financial Planning Bedford
Description
Daniel Cohen, Certified Financial Planner & founder of Cohen Investment Advisors brings over 25 years of experience in investment management & financial planning. Previously serving as Vice President & Senior Portfolio Manager at UBS Financial Services & Morgan Stanley, he leads his independent advisory firm, which has grown steadily since 2013. His experiences with financial challenges help clients make informed decisions. Opinions shared by Cohen Investment Advisors may change & are not guarantees, forecasts, or investment recommendations. This general info, compiled from sources deemed reliable but not guaranteed, is not financial, legal, or tax advice. For a copy of our Form ADV Part2, please contact us or search for COHEN INVESTMENT ADVISORS, LLC on the SEC's public disclosure site using our unique identifying CRD #168595.
Cohen Investment Advisors can be found at 264 South River Road . The following is offered: Financial Planning, Financial Consulting, Brokerages - In Bedford there are 102 other Financial Planning. An overview can be found here.
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Financial Planning, Financial Consulting, Brokerages(603)232-8350 (603)-232-8350 +16032328350
Map 264 South River Road
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