Menu
Cohen Investment Advisors, Llc
Bedford, New Hampshire
Cohen Investment Advisors, LLC, headquartered in Bedford, NH, is a reputable investment advisory firm known for providing expert financial guidance. With three strategically located offices, they serve a diverse clientele across the region. The company boasts a dedicated team of seven professionals, two of whom specialize in delivering comprehensive investment advisory services.
Demonstrating their competence and professionalism, Cohen Investment Advisors manages an impressive average of approximately $74,910,000 in assets per investment advisor. This figure aligns with industry standards, solidifying their position as a trusted...see more
Assets Under Mgmt
$149.83M
Investment Professionals
2
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Reviews for Cohen Investment Advisors, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.