Chamber of Commerce

      Cohen Investment Advisors

      ( 2 Reviews )

      Cohen Investment Advisors
      Listing Incorrect?
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      Hours

      Friday:
      8:30 AM - 5:00 PM
      Saturday:
      N/A
      Sunday:
      N/A
      Monday:
      8:30 AM - 5:00 PM
      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      5.0 - (2 reviews)
      2
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      0
      Read Our 2 Reviews

      Chamber Rating

      Verified Member
      5.0 - (2 reviews)
      2
      0
      0
      0
      0
      › ‹
      • M Veno

        We have been investing with Cohen Investment Advisors since the business opened. We followed the owner over from his previous firm. Our investments have performed above average over many years. The staff is knowledgeable and personable. They also help with our granddaughters accounts and her college accounts. We have several retirement accounts with this firm. Our accounts did well even during the financial downturns after both 9/11 and again in 2008. We highly recommend them for all financial and estate planning needs. Extremely trustworthy and dependable over the long term.
        Sep 18th, 2021

      • Chuck Sink

        I'm very happy with my decision to allow Cohen Investment Advisors to manage my investments because they invest effort and time in our relationship. They always provide sound and principled advice along with superb service. I recommend Dan Cohen and his team to anyone who needs help with financial planning.
        Jan 2nd, 2021

      Read Our 2 Reviews

      About
      Cohen Investment Advisors

      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.

      Contact Info

      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
      • certified financial advisor
      • financial advisor

      Images

      Questions & Answers

      Q What is the phone number for Cohen Investment Advisors?

      A The phone number for Cohen Investment Advisors is: (603) 232-8350.

      Q Where is Cohen Investment Advisors located?

      A Cohen Investment Advisors is located at 264 South River Road, Suite 414, Bedford, NH 03110

      Q What is the internet address for Cohen Investment Advisors?

      A The website (URL) for Cohen Investment Advisors is: https://investwithcohen.com/

      Q What days are Cohen Investment Advisors open?

      A Cohen Investment Advisors is open:
      Friday: 8:30 AM - 5:00 PM
      Saturday: N/A
      Sunday: N/A
      Monday: 8:30 AM - 5:00 PM
      Tuesday: 8:30 AM - 5:00 PM
      Wednesday: 8:30 AM - 5:00 PM
      Thursday: 8:30 AM - 5:00 PM

      Q How is Cohen Investment Advisors rated?

      A Cohen Investment Advisors has a 5.0 Star Rating from 2 reviewers.

      Hours

      Friday:
      8:30 AM - 5:00 PM
      Saturday:
      N/A
      Sunday:
      N/A
      Monday:
      8:30 AM - 5:00 PM
      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM

      Related Categories

      Ratings and Reviews
      Cohen Investment Advisors

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
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      0
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      Write a Review

      M Veno on Google

      image We have been investing with Cohen Investment Advisors since the business opened. We followed the owner over from his previous firm. Our investments have performed above average over many years. The staff is knowledgeable and personable. They also help with our granddaughters accounts and her college accounts. We have several retirement accounts with this firm. Our accounts did well even during the financial downturns after both 9/11 and again in 2008. We highly recommend them for all financial and estate planning needs. Extremely trustworthy and dependable over the long term.

      Chuck Sink on Google

      image I'm very happy with my decision to allow Cohen Investment Advisors to manage my investments because they invest effort and time in our relationship. They always provide sound and principled advice along with superb service. I recommend Dan Cohen and his team to anyone who needs help with financial planning.

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
      0
      0
      0
      0

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