Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you and
your family.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

Each client is unique. Our team-based approach assesses on your unique needs, wants and wishes. Our collaborative mindset defines each aspect of your goals both objectively and subjectively. We design a plan to achieve your goals. Once agreed upon, we put your plan in to action with consistent follow-ups to track your progress.

Our History

Our History

Established in 1960, our firm has stood the test of time for multiple generations of clients assisting them on pursing their financial dreams. Our founder, Alvin D Cohen, CLU, had a vision of serving his community and families. This vision continues into the new era of Cohen Financial Services with Al’s protégé, Jason Stewart, CLTC, his Vice President of Administration, Carrie Jones, and new partners Carey Berger, JD, CLU, ChFC and Mark Glass.

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