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, is the founder of Cohen Investment Advisors, LLC, a Registered Investment Advisory. Daniel has more than 25 years of investment management and financial advisory experience. Prior to founding Cohen Investment Advisors, he was a Vice President and Senior Portfolio Manager at both UBS Financial Services and Morgan Stanley. As an independent investment advisor, Daniel has successfully directed his business to enjoy steady growth since its founding in 2013.
In Daniel's own words, "My family and I faced financial challenges during my late teens, and from this experience, I developed my passion to help others plan their financial future to avoid costly mistakes and make better choices supported by soun.
| Tags | Financial & Investment Planner, Real Estate Investing, Investment Management, General Investment, Certified Financial Planner (CFP), Wealth Management, Fiduciary Financial Advisor |
| Services | Client Services, Financial Planner, Independent Financial Planning, Investment Advice, Investment Advisor, Investment Management, Investment Planning, Real Estate Advisors, Real Estate Investments, Registered Investment Advisory, Wealth Management, University savings-related financial consulting, Divorce planning-related financial consulting, Education savings consulting, Estate planning, Financial coaching, Financial planning, Investment advising, General investment consulting, Net worth and cash flow analysis consulting, Property investment consulting, Retirement savings consulting, Stocks and bonds consulting, Tax planning, certified financial advisor, financial advisor, Client Services, Financial Planner, Independent Financial Planning, Investment Advice, Investment Advisor, Investment Management, Investment Planning, Real Estate Advisors, Real Estate Investments, Registered Investment Advisory, Wealth Management, University savings-related financial consulting, Divorce planning-related financial consulting, Education savings consulting, Estate planning, Financial coaching, Financial planning, Investment advising, General investment consulting, Net worth and cash flow analysis consulting, Property investment consulting, Retirement savings consulting, Stocks and bonds consulting, Tax planning, financial advisor, Certified Financial Planner (CFP), Fiduciary Financial Advisor |