Financial Planning in Manchester, New Hampshire

Welcome to Cohen Investment Advisors in nearby Bedford, NH, your partner for full-service, independent investment advisory and financial planning services in the greater Manchester, NH area.

Led by Daniel Cohen, a Certified Financial Planner with over 25 years of experience in the business, our team is dedicated to helping you achieve your financial goals and look forward to a better future.

Your Local Connection

At Cohen Investment Advisors, we understand the importance of local ties and community involvement in Manchester, NH. Daniel Cohen and his family have been proud residents of Bedford, NH for over 12 years, and during this time, they have developed close connections with the greater Manchester business, social, and nonprofit communities.

Giving Back to the Community

As a member of the Board of Directors of the Manchester Boys and Girls Club for over 10 years, Daniel Cohen has been actively involved in initiatives that promote children’s wellness and development. We believe in giving back to our community, and our commitment to the Boys and Girls Club is just one example of how we make a positive impact on the lives of local youth.

Supporting Local Businesses

Cohen Investment Advisors is not just a financial advisory firm. We are an integral part of the Greater Manchester business community. Our membership in the Greater Manchester Chamber of Commerce reflects our dedication to supporting local businesses and fostering economic growth in the region. The client relationships we’ve formed with numerous Manchester families also keeps us busy in the city.

Your Financial Future is Our Priority

At Cohen Investment Advisors, our mission is to help area families better plan their financial futures. We understand that every individual and family has unique financial goals and challenges. That’s why we take a personalized approach to financial planning by tailoring our services to meet your specific needs.

Our Services

Investment Advisory

Our experienced team provides professional guidance on investments, helping you make informed decisions to grow your wealth and achieve your financial objectives. We work closely with you to create a diversified investment portfolio that aligns with your risk tolerance and long-term goals.

Financial Planning

Financial planning is the foundation of a secure financial future. We develop comprehensive financial plans that encompass budgeting, savings, retirement planning, tax strategies, and much more. Our goal is to provide you with a roadmap to financial success.

Retirement Planning

Retirement should be a time of relaxation and enjoyment and for some, that includes staying active in the community or perhaps business as a hobby. We’ll work with you to create a retirement plan that ensures you have the income you need to live comfortably and achieve your retirement dreams.

Estate Planning

Protect your legacy and ensure your loved ones are taken care of. We can refer you to estate planning specialists who can help you navigate complex estate tax laws and create a plan that reflects your wishes.