Clients of Cohen Investment Advisors are encouraged to live their lives to the fullest and set ambitious goals. They look for advisor relationships rooted in trust and focused on value, and they receive advice and financial services only in their best interest; the fiduciary standard. Is this what you're looking for in a financial planner?
We are here whenever you need us. For more than 25 years, individuals and families have received our advice and assistance in managing their finances. Having grown up in an entrepreneurial family, Daniel Cohen works effectively with business owners, professionals and corporate executives as well as their family members.
We are here whenever you need us. For more than 25 years, individuals and families have received our advice and assistance in managing their finances. Having grown up in an entrepreneurial family, Daniel Cohen works effectively with business owners, professionals and corporate executives as well as their family members.
Services
As an independent financial planning firm, Cohen Investment Advisors provides comprehensive advice on all aspects of your personal finances. As our client or even a potential client, you are encouraged to reach out to us anytime decisions need to be made which impact your financial plan. Strong relationships are formed through empathy and understanding.
Many investors want to participate in direct ownership real estate, but don't want to take an active role in the management of a property. And, many investors lack sufficient capital to properly diversify their real estate investments. Cohen Real Estate Advisors structures partnerships and periodically creates new opportunities for investing in income-producing real estate.
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