James Cohen

James Cohen is a seasoned professional in the financial industry, specializing in investment planning and portfolio management. As part of a dedicated team, he offers comprehensive services for end-of-career and retirement planning, focusing on income strategies, budgeting, and investment solutions. With a diverse range of investment options, including traditional and non-traditional assets like stocks, bonds, ETFs, mutual funds, and alternative investments, James excels in creating tailored wealth management strategies for his clients. He is well-versed in education savings planning, wealth retention, and various investment vehicles such as Roth/Traditional IRAs, trusts, and education savings plans. James Cohen's expertise extends to collaborating with other professional advisors, such as CPAs, Tax Attorneys, and Estate Attorneys, to ensure holistic financial solutions for his clients.