We are excited to announce that Daniel Cohen, founder of Cohen Investment Advisors, has been named to the Forbes/SHOOK Best-In-State Wealth Advisors list for 2023. This is a tremendous honor and a testament to Daniel’s dedication to providing exceptional financial planning and wealth management services to clients in New Hampshire and far beyond.
The Forbes/SHOOK list is based on an extensive evaluation process that includes a rigorous algorithm and in-depth interviews with financial advisors across the country. The advisors who make the list are recognized for their commitment to client service, professionalism, and industry knowledge.
A Team Effort
For Daniel Cohen and the team at Cohen Investment Advisors, this recognition is especially meaningful. As a boutique wealth management firm, we’re passionate about providing personalized service and customized financial solutions for each of our clients. Being included on the Forbes/SHOOK list helps to distinguish our firm in the highly competitive New Hampshire wealth management industry.
At Cohen Investment Advisors, the focus is always on the client. We’re patient and always take the necessary time to understand each client’s unique financial situation, goals, and values. This helps us create a customized financial plan that’s designed to achieve specific goals and build a secure financial future.
Maintaining the Commitment
Daniel Cohen, as a Certified Financial Planner, is committed to staying up-to-date with the latest financial strategies and industry trends. He works closely with his team to ensure that they provide the best possible advice and support to our clients. We have assembled a talented and dedicated team of professionals who have a passion for helping clients achieve financial freedom and peace of mind.
With the Forbes/SHOOK recognition, Clients of Cohen Investment Advisors can feel added confidence in their financial plan and investment strategies. It’s not only something our team is proud of, but we all look forward to continuing to provide those same exceptional services and customized financial solutions that helped earn this prestigious recognition.
In conclusion, the recognition of Daniel Cohen on the Forbes/SHOOK Best-In-State Wealth Advisors list for 2023 is a well-deserved honor for his dedication to providing exceptional financial planning and wealth management services to a diverse clientele. The team at Cohen Investment Advisors is proud to work alongside Daniel, and we look forward to continuing to provide customized financial solutions that help our clients achieve their financial goals and build a secure financial future.