Business Details
13 Years
experience
Your Trusted Financial Partner in Bedford, NH
Cohen Investment Advisors, based in Bedford, NH, is a team of experienced professionals dedicated to providing personalized financial strategies. Founded in 2013, we operate under a fiduciary standard, prioritizing clients' best interests in all financial decisions. Our team includes CERTIFIED FINANCIAL PLANNERS with decades of combined experience in investment management, retirement planning, and wealth preservation. We serve clients locally in New Hampshire and globally, leveraging advanced technology to deliver tailored solutions. Our mission is to empower individuals and families to achieve financial security through transparent, client-centric advice.We emphasize long-term relationships, ongoing portfolio monitoring, and tax-efficient strategies. Recognized as Forbes Best-In-State Wealth Advisors, we combine industry expertise with community involvement to support clients' financial goals. Our services extend to real estate investing, estate planning, and risk assessment, ensuring comprehensive financial management. We are committed to ethical practices, continuous education, and adapting strategies to evolving market conditions. With offices in Bedford, Boston, and Boca Raton, we offer accessible, personalized service to meet diverse financial needs.
Services
Investment Management
Wealth Management
Retirement Planning
Tax Planning
Real Estate Investing
Fiduciary Financial Advice
Annuity Evaluation
Estate Planning
Risk Assessment
Portfolio Diversification
Details
- Year established: 2013
Highlights and features
- We operate under a fiduciary standard, prioritizing your best interests.
- Our team includes CFP professionals with decades of industry experience.
- We offer personalized investment strategies beyond traditional mutual funds.
- We integrate tax-aware planning into all financial management approaches.
- We provide nationwide service with local expertise in New Hampshire.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER (CFP)
Services
Investment Management
Our investment management services create diversified portfolios tailored to individual risk tolerance and financial goals. We utilize individual stocks, bonds, and real estate opportunities to optimize returns while managing risk. Ongoing monitoring ensures strategies adapt to market changes and evolving client needs.
Retirement Planning
We develop comprehensive retirement strategies considering income needs, tax implications, and risk management. Our approach includes savings optimization, Social Security planning, and withdrawal strategy development. Personalized roadmaps ensure clients maintain financial security throughout retirement.
Wealth Management
Our wealth management services coordinate investment strategies with estate planning, tax optimization, and legacy goals. We address complex financial situations for high-net-worth individuals, ensuring holistic wealth preservation and intergenerational transfer planning.
Tax Planning
We integrate tax-efficient strategies into financial planning through tax-advantaged accounts and investment selection. Our approach minimizes liabilities while maintaining compliance with evolving tax regulations. We coordinate with CPAs for comprehensive tax management.
Real Estate Investing
Our real estate advisory services evaluate property investments within overall financial contexts. We analyze cash flow potential, tax benefits, and market risks. Strategies include portfolio diversification and coordination with legal professionals for complex transactions.
People
Daniel Cohen
CEO, Chief Investment Officer
Daniel Cohen, CFP, founded Cohen Investment Advisors in 2013 after 15+ years at UBS and Morgan Stanley. With over 30 years of experience, he specializes in investment management and financial planning. Active in community organizations, he holds a finance degree from Boston University.
James Perry
Financial Planner
James Perry, CFP, brings expertise in portfolio analysis and financial planning. With prior roles at Natixis and Applied Capital Management, he holds an MBA from Clark University. Specializes in creating strategies for life events and long-term financial goals.
Tony Lopes
Senior Consultant
Tony Lopes offers real estate investment expertise with two decades of corporate experience and authorship in wealth-building literature. He focuses on identifying value opportunities and improving real estate portfolios for Cohen's clients.
Tiffany Donegan
Operations Manager
Tiffany Donegan manages firm operations with prior experience at Fidelity Investments. She streamlines client transitions and ensures efficient delivery of financial services. Holds expertise in market navigation and client experience enhancement.
Matthew Gould
Senior Associate
Matthew Gould has 20+ years in financial services, including senior roles at Fidelity and MassMutual. He specializes in client service and trading operations, holding a science degree and a reputation for accurate, reliable service delivery.
Questions
What services does Cohen Investment Advisors offer?
We provide investment management, retirement planning, wealth management, tax planning, and real estate investing services tailored to individual financial goals.
Are you legally required to act in my best interest?
Yes, as fiduciary advisors, we're legally obligated to prioritize clients' interests in all financial recommendations and decisions.
Do you serve clients outside New Hampshire?
We serve clients in 15+ states and internationally, while maintaining local expertise in New Hampshire's financial landscape.
How are your investment strategies different?
We focus on individual stocks, bonds, and real estate rather than traditional mutual funds, offering customized portfolio solutions.
What credentials do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNERS with decades of combined experience in investment management and financial advisory services.
How often do you review investment plans?
We conduct regular reviews and adjust strategies as needed to adapt to market changes and evolving client circumstances.
