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Cohen Investment Advisors

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Financial Planners, Financing Consultants, Stock & Bond Brokers

1200 N Federal Hwy Ste 200, Boca Raton, FL 33432

561-576-2135

CLOSED NOW: 
Today: Closed

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DETAILS
General Info
Daniel Cohen, Certified Financial Planner, is the founder of Cohen Investment Advisors, LLC, a Registered Investment Advisory. Daniel has more than 25 years of investment management and financial advisory experience. Prior to founding Cohen Investment Advisors, he was a Vice President and Senior Portfolio Manager at both UBS Financial Services and Morgan Stanley. As an independent investment advisor, Daniel has successfully directed his business to enjoy steady growth since its founding in 2013.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 soun.
Hours
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Mon - Fri:
Sat - SunClosed
Categories
Financial Planners, Financing Consultants, Stock & Bond Brokers
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