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Cohen Investment Advisors

(603) 232-8350
264 South River Road, Suite 414, Bedford, New Hampshire, 03110

Business hours

Monday 8:30am to 5:00pm
Tuesday 8:30am to 5:00pm
Wednesday 8:30am to 5:00pm
Thursday 8:30am to 5:00pm
Friday 8:30am to 5:00pm

About us

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.

Tags Financial & Investment Planner, Real Estate Investing, Investment Management, General Investment, Certified Financial Planner (CFP), Wealth Management, Fiduciary Financial Advisor
Services Retirement Planning, Retirement savings consulting, Divorce planning-related financial consulting, Tax planning, Investment Management, Stocks and bonds consulting, Registered Investment Advisory, Estate planning, Property investment consulting, General investment consulting, financial advisor, Investment Planning, Financial coaching, Financial planning, Client Services, Real Estate Advisors, certified financial advisor, Real Estate Investments, Fiduciary Financial Advisor, Net worth and cash flow analysis consulting, University savings-related financial consulting, Investment advising, Investment Advisor, Wealth Management, Investment Advice, Independent Financial Planning, Education savings consulting, Certified Financial Planner (CFP), Annuity Evaluation, Financial Planner

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