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10955 Lowell Avenue,
Our practice is built on a strong foundation of values.
Our multi-generational approach forges solid client relationships.
Years of experience have prepared us to guide you through life’s transitions.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our success is based on our committment to research and due diligence. We have available some of the most advanced technology in the financial services industry. We utilize these capabilities to the fullest to give our clients unique personalized service. It is for these reasons that Cohen Financial Services is different.
Jason Stewart, CLTC
Carey Berger, JD, CLU, ChFC
Vice President of Operations
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our complimentary ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."