Daniel Cohen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cohen Investment Advisors in Bedford, NH and the surrounding communities.
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Life insurance: NH
Health/disability insurance: NH
Financial Advisor's Specialties
Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Bedford, NH area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.