Cohen Investment Advisors is pleased to announce the opening of our new Merrimack Valley office in Amesbury, Massachusetts.
The new location expands our presence in the region and provides clients throughout the Merrimack Valley and Massachusetts North Shore with convenient access to our comprehensive financial planning and wealth management services.
James Perry, CFP®, will be based in the Amesbury office, working with both new and existing clients. James brings a personalized, planning-focused approach to helping individuals and families make informed financial decisions and pursue their long-term goals.
The Amesbury office represents an exciting next step for Cohen Investment Advisors as we continue to grow while maintaining the personal relationships and individualized guidance that have long been central to our firm.
We look forward to becoming an even greater part of the Merrimack Valley community and welcoming clients to our new office.
The views expressed represent the opinions of Cohen Investment Advisors as of the date noted and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person. The information contained has been compiled from sources deemed reliable, yet accuracy is not guaranteed.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website www.adviserinfo.sec.gov. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
