Cohen Retirement Group is a financial services and wealth management firm based in Boca Raton, Florida. The company focuses on providing comprehensive and personalized retirement planning for individuals, families, and businesses. Their mission is to help clients achieve their financial goals through a range of services including wealth management, insurance planning, tax planning, and estate planning. They operate as a member firm of Kestra Financial Partners, with securities and advisory services offered through Kestra's affiliated registered entities, Kestra IS and Kestra AS.

Founded in

United States