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Your Home, Our Priority: Manage with Confidence

Who we are

Cohen Investment Advisors is a team of experienced financial professionals dedicated to empowering individuals and families to achieve financial freedom and build a secure future. Led by Certified Financial Planner (CFP) Daniel Cohen, we provide personalized wealth management services to clients in Bedford, NH and across the United States.

Our Mission

Our mission is to partner with our clients, understand their unique financial aspirations, and help them achieve their financial goals. We believe in building lasting relationships built on trust, transparency, and personalized guidance.

What we do

We offer a comprehensive range of services designed to address every aspect of your financial life, including:

Financial Planning & Investment Management

  • Comprehensive financial plans tailored to your individual goals and risk tolerance
  • Investment management services including portfolio diversification and ongoing monitoring
  • Retirement planning and analysis
  • Tax optimization strategies
  • Risk assessment and mitigation

Wealth Management & Fiduciary Services

  • Personalized guidance on asset allocation and portfolio construction
  • Protection of your wealth through estate planning and annuity evaluations
  • Fiduciary representation, meaning we act in your best interest at all times

Our Approach

We take a tailored approach to financial planning, starting with a deep understanding of your unique goals, risk tolerance, and financial situation. We believe in open communication and collaboration, empowering you to make informed financial decisions.

Our Expertise

Our team of experienced professionals holds industry certifications and maintains ongoing professional development to stay abreast of the latest financial trends and regulations. We leverage advanced technology and industry-leading software to provide accurate and efficient services.

Why choose Cohen Investment Advisors?

  • Fiduciary Approach: We are committed to acting in your best interests and upholding the highest ethical standards.
  • Personalized Solutions: We take the time to understand your individual needs and goals to create customized plans.
  • Transparent Communication: We provide clear and concise explanations throughout the process, ensuring you are always informed.
  • Experience and Expertise: Our team has extensive experience in navigating the complexities of the financial landscape.

Contact us today to schedule a consultation and explore how Cohen Investment Advisors can partner with you to achieve your financial goals and build a secure future.

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