Comprehensive Financial and Investment Planning
As an independent financial planning firm, Cohen Investment Advisors provides comprehensive advice on all aspects of your personal finances. As our client or even a potential client, you are encouraged to reach out to us anytime decisions need to be made which impact your financial plan.
Strong relationships are formed through empathy and understanding. Acute and attuned listening skills are combined with daily studies of the markets to provide Cohen Investment Advisors’ clients with goal-oriented investment plans.
At the start of our relationship, the details of your financial life are thoroughly reviewed. Customized recommendations are developed, and our staff will handle all of the details to put the plan to work for you. Updates to your plan are made as needed and are reviewed at periodic meetings.
Additionally, tax efficiency is a major consideration in making recommendations, and clients regularly receive advice on reducing the impact of taxes on their investments. This can have an immediate and significant impact on your financial situation. We carefully consider taxation and all other factors that impact financial planning and provide solutions designed to work in your best interest.
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 sound 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 also lectures on financial topics at colleges and business events.
Daniel is actively involved in the community and serves on the board of the Boys & Girls Club of Manchester and participates on the board’s investment committee. He is a past chairman of the Jewish Federation of New Hampshire. Additionally, Daniel supports youth athletics by sponsoring several sports teams and local events through his company’s sponsorship.
Daniel is a graduate of the 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 young children.
Janice lives with her husband, Jerry, in Merrimack, NH. Her hobbies include biking, kayaking, and gardening.
Sun lives in Bedford, New Hampshire with her husband and two children.
Charlene lives in Boca Raton, Florida with her significant other, Paul, and their cat Gemma, aka “the Troublemaker.” She has an eleven year old daughter, is passionate about fitness, and enjoys date nights out.