Supporting Our Clients

Financial planning

For more than 25 years, individuals and families have received our advice and assistance in managing their finances. Having grown up in an entrepreneurial family, Daniel Cohen works effectively with business owners, professionals and corporate executives as well as their family members.

Most clients come to us from a referral and many of our relationships span decades, often including multiple generations. We serve many local clients, and through referral or relocation, have built trusted relationships throughout the United States and in foreign countries. Using state-of-the-art technology, we are able to work with clients and their families wherever they live.

Supporting Our Community

Community Support

We proudly participate in many local nonprofit events. Supporting charities that serve children is one of our highest priorities. Leading that list is the Boys & Girls Club.

Daniel Cohen serves as a director of the Boys & Girls Club of Manchester. Our firm also supports many youth sport teams and other local causes. It’s gratifying to give back to the community and many of our clients also have philanthropic interests.