Daniel  Cohen,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Cohen, CFP®

CEO & Chief Investment Officer

Cohen Investment Advisors

264 South River Road, Ste 422
Bedford, NH 03110
FINANCIAL ADVISOR'S WEBSITE
(603) 232-8351 CONNECT WITH Daniel
  • linkedin link

General

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

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NH
  • Health/disability insurance: NH

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


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

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