Daniel Cohen, founder of Cohen Investment Advisors, has been a proud resident of Bedford, NH, with his family for over 15 years. Daniel, his wife Tiffany, and their four children have developed close connections with the Bedford area’s business, academic, social, and nonprofit communities.

Cohen Investment Advisors supports athletic programs in the Bedford School District, where Daniel’s four children have attended school. Additionally, Daniel has been on the Board of Directors of the Manchester Boys and Girls Club for over ten years, actively involved in helping to promote children’s wellness and development. He recently said, “We believe in giving back to our community, and our commitment to the Boys and Girls Club is an example of how we try to make a positive impact on the lives of local youth who can benefit from the community’s support.”

As a Certified Financial Planner (CFP®) with over 25 years of experience in financial planning, Daniel Cohen and his team are dedicated to helping clients achieve their financial goals while living life to the fullest.

Cohen Investment Advisors is not just a financial advisory firm. They have become an integral part of the local business community. The firm’s membership in the Greater Manchester Chamber of Commerce reflects its dedication to supporting local businesses and fostering economic growth in the area. Relationships formed with numerous Bedford and Manchester clients also keep Cohen closely connected to the local community.

The highly experienced Cohen team will work with you to create a diversified investment portfolio that aligns with your risk tolerance and long-term goals.

Financial Planning: Cohen develops comprehensive financial plans that encompass all aspects of wealth management, longevity planning, and generational considerations. The goal is to provide you with a roadmap to financial success. Daniel Cohen believes that retirement should be a time of active enjoyment. He’ll work with you to help create a retirement plan designed to provide the income you need to live comfortably and achieve your retirement dreams.

Investment Planning: Cohen helps families better plan their financial futures, knowing that every individual and family has unique financial goals and challenges. They take a personalized approach by tailoring solutions to meet your specific needs. Strategies lean toward time-tested dividend-paying investments that produce regular income and which grow over time. Accredited investors are invited to participate in real estate investments sponsored by Cohen.

To contact Cohen Investment Advisors, call 603-232-8350 or visit: investwithcohen.com

Disclosures: This article is for educational purposes only and is not intended to be specific tax, legal, or investment advice. Diversification and asset allocation do not ensure a profit or guarantee against loss. Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Adviser Public Disclosure website. https://adviserinfo.sec.gov/. Past performance is not a guarantee of future results.