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.
