A Financial Planning Firm With Experience
At Cohen Investment Advisors, we provide financial planning services in Bedford, NH as well as throughout the United States and several foreign countries. Daniel Cohen, a Certified Financial Planner (CFP®), leads our team. Daniel has extensive experience assisting individuals, families, business owners, professionals, and corporate executives in effectively managing their finances. Whether you’re seeking guidance on investment strategies, retirement planning, or wealth preservation, we are here to help.
Our personalized approach, combined with advanced technology, allows us to serve clients not only locally but also across the United States and abroad. Reach out to us and stay on a path toward financial security and a prosperous life.
Comprehensive Financial & Investment Planning Services
Headquartered in Bedford, NH, Cohen Investment Advisors provides comprehensive financial and investment planning services designed to provide individuals, families, and businesses with a firm foundation for their financial future. With our team of skilled professionals including a Certified Financial Planner, we can help you navigate the complexities of financial management. Our services include retirement planning, investment management, tax optimization, risk assessment, estate planning, and more.
By understanding your unique financial goals and circumstances, we tailor personalized strategies that align with your life objectives. Using our experience and cutting-edge technology, we help you make informed decisions and optimize your financial outcomes. Whether you are planning for retirement, building wealth, or preserving your assets, our financial planning and investment services are here to guide you toward a secure and prosperous future.
Our Team of Professionals
Cohen Investment Advisors provides guidance and personalized solutions to clients in our home area of Bedford, NH, and far beyond. Our team takes the necessary time to understand your individual and family’s needs, risk tolerance, and investment objectives. Whether you are a seasoned investor or new to investing, we provide tailored strategies, portfolio diversification, and ongoing monitoring to maximize returns while managing risk. We are here to help you navigate the complexities of the financial landscape and guide you toward long-term financial prosperity. Partner with us to experience the benefits of working with caring, experienced professionals dedicated to your financial well-being.
Our Mission
Our mission at Cohen Investment Advisors is to positively impact our clients’ lives, helping them navigate the complexities of the financial markets, build wealth, and achieve financial freedom. Working together, we strive to turn dreams into reality and create a brighter financial future for all our clients.
Recognized on the 2023, 2024, and 2025 Forbes
Best-In-State Wealth Advisors list.
Forbes Best-In-State Wealth Advisors 2023, 2024, and 2025 Disclosure:
(April 4, 2023, April 3, 2024, and April 8, 2025) The awards are based upon the time period of 2023 – April 2025). The Forbes rankings of Best-In-State Wealth Advisors and Next-Gen Wealth Advisors are developed by SHOOK Research, based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven and four years of experience, respectively. The ranking algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Cohen Investment Advisors nor any of its Financial Advisors pay a fee in exchange for this award/rating. Cohen utilizes the Forbes logo in its marketing efforts and pays a fee for the use of the logo.
Contact Cohen Investment Advisors
As your experienced wealth management advisor located in Bedford, NH, Cohen Investment Advisors is committed to providing comprehensive and tailored financial planning services. By using our experience, industry knowledge, and dedication to our client’s success, we have built many enduring relationships that span generations.
Take control of your financial future today and experience the peace of mind that comes with experienced guidance. Your dreams are within reach, and we are here to help you turn them into reality. Contact us to schedule a consultation.
