About Cohen Investment Advisors
Discover your path to financial prosperity with Cohen Investment Advisors based in Bedford, NH. Backed by a team of experienced professionals and a deep understanding of the local landscape, we offer personalized financial strategies tailored to your needs. Schedule a consultation and find your path toward a more secure and prosperous future.
Cohen Investment Advisors’ Experienced Team
At Cohen Investment Advisors, we offer comprehensive advice and custom-tailored answers to clients in our local Bedford, NH community and throughout the country. Our CERTIFIED FINANCIAL PLANNER® dedicates the necessary time to comprehend the unique requirements of you and your family, your comfort level with risk, and your investment goals.
It doesn’t matter if you’re a seasoned investor or just starting out. We create personalized approaches, and diversified portfolios, and continuously monitor progress to optimize gains while effectively handling potential risks. Our purpose is to assist you in navigating the intricate financial landscape and steering you toward sustained financial success. Collaborate with us to enjoy the advantages of partnering with compassionate, skilled investment planners committed to your financial well-being.
Overview of Our Services
Cohen Investment Advisors offers a comprehensive array of services encompassing financial and investment planning and real estate investing experience. With a commitment to personalized solutions, our team tailors strategies that align with your unique financial objectives. Whether you’re seeking to navigate the complexities of the markets or venture into real estate, we are dedicated to guiding you toward informed decisions and optimal outcomes, fostering your financial growth and security.
Your Team
In Daniel’s own words, “My family and I faced financial challenges during my late teens, and from this experience, I developed my passion to help others plan their financial future to avoid costly mistakes and make better choices supported by sounds advice.”
Daniel’s financial advice articles frequently appear in the New Hampshire Business Review and have also been published in Business NH Magazine and the New Hampshire Union Leader. He has also lectured on financial topics at colleges and business events.
Daniel is actively involved in the community and serves on the boards of the Boys & Girls Clubs of Manchester, the Derryfield School, and the Jewish Federation of New Hampshire’s board of trustees. He volunteers on numerous committees for those organizations. Additionally, Daniel supports youth athletics by sponsoring community sports teams and local events through his company’s sponsorship.
Daniel is a graduate of Questrom School of Business at Boston University where he earned a degree in business administration with a concentration in finance.
Daniel lives in Bedford, NH with his wife and their four children.
James has a Bachelor’s Degree in Marketing/Marketing Management and an MBA from Clark University. He is a CERTIFIED FINANCIAL PLANNER® professional and lives in West Newbury, MA with his wife Samantha.
Tony and his partner Sally split their time between New Hampshire and Florida where they enjoy outdoor activities including skiing, hiking, golfing, and pickleball.
Tiffany lives in Nashua, New Hampshire with her two children and enjoys traveling with them.
Outside of work, Matt is passionate about motorcycles, travel, scuba diving, and cherishing quality time with his family.
Beverly lives in Bedford, New Hampshire with her husband and daughter. She enjoys traveling, skiing, and trying out new cuisines and restaurants.
April lives in Bedford, NH with her husband and three children. She enjoys traveling, playing tennis, reading, and being outdoors.
She has held a wide variety of roles at the firm over the years and is now responsible for client and community relations initiatives. Pam coordinates various events and keeps our clients and community partners informed of important developments. At Cohen, we cherish life’s special moments and Pam always adds a personal touch to those moments in our clients’ lives when we recognize them.
Pam lives in Grafton, New Hampshire with her dog Callie, and occasionally, other dog visitors, and loves spending time in nature.
Our Vision and Mission
Cohen Investment Advisors is dedicated to making a positive difference in the lives of our clients. We aim to guide them through the intricate financial markets, aiding in accumulating wealth and attaining financial independence. Through collaborative efforts, our goal is to transform aspirations into tangible achievements, fostering a more promising financial horizon for every client we serve.
What to Expect from Us
Anticipate a rewarding partnership fueled by unwavering dedication to your financial success through customized solutions. At Cohen Investment Advisors, we prioritize understanding your individual needs, providing guidance, and fostering long-term growth. With a commitment to transparency, professionalism, and personalized attention, we assure you a steadfast commitment to supporting your financial well-being.
Contact Cohen Investment Advisors Today
As your reliable wealth management advisor based in Bedford, NH, Cohen Investment Advisors is resolute in offering all-encompassing and individualized investment management. Our support is available to assist you in transforming your goals into reality. Contact us today to arrange a consultation and take the first step toward achieving your financial goals.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
