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Cohen Investment Advisors

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United States

Founded in

2013 (12 Years)

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Get to know Cohen Investment Advisors

Cohen Investment Advisors, LLC is an independent, fee-only investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm specializes in creating and managing customized investment portfolios tailored to the individual financial goals, risk tolerance, and timelines of its clients. Its core services include portfolio management, financial planning, and retirement planning, all delivered with a focus on a disciplined, long-term investment approach.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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