Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

The Professionals at Cohen Financial Group practices in the fields of pension, estate and & insurance planning. Our reputation is built on 45 years of experience. Our practice can consult with your professionals from the fields of law, insurance and accounting. Technical skill, updated research, and an experienced team approach have led to our national reputation.

We function as a resource for estate, retirement and investment planning decisions. Strategies are generally motivated by the need to save income or estate tax. The balance between benefits and costs, inherent in different strategies, is an integral part of our work. We work primarily with closely held business owners, professionals and high net worth families. We provide a wide range of investment, trust, and insurance services.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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