Barry Cohen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Global Advisors in Lake Success, NY and the surrounding communities.
Wealth Advice and Management, LLC (“WAM”) is an independent financial planning, tax, and investment advisory firm. For over twenty years, Barry Cohen, CPA, CFP®, CIMA® financial advisor and owner of WAM, has provided individuals, families, professionals, and business owners with sound financial advice and professional financial management to help them realize their own vision of wealth and security.
WAM offers the following services to clients wishing to achieve their financial goals:• Comprehensive personal financial planning
Potential clients are encouraged to arrange a free consultation to discuss their financial goals and concerns and to learn how WAM can help them achieve financial well-being.
There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...Read More >