Investor Access

 

 

Finding a stable financial institution and accomplished Financial Planner has proven to be a very challenging task in today’s environment.

Investors first need to find a trustworthy and proven Wealth Manager/Financial Advisor that they are comfortable with and who will truly be looking out for their best interests.  Second, investors need to find a financial institution that has the stability, size, investment offerings and sophistication to meet all of your needs.

Since 1994, my mission as an advisor has been to provide clients with the knowledge and expertise needed to make educated financial decisions. Today, more than ever, it is critical to develop and implement a forward looking financial plan.  Low interest rates, European turmoil, US debt, and instability, have put investors in an untenable situation. This is why it is critical to shelve “cookie cutter” financial plans in favor of sophisticated financial advice and guidance. I truly believe there may be more investment opportunity today, than anytime in history.

For most financial advisors, their business is about “bringing in new business”. Their business is about “networking”. Their business is about putting you in a “program” that has scale so they can focus on bringing in more clients.

This is what makes us unique. My clients and their investment performance come first.  This is why most of our time and resources are spent on research and uncovering opportunities and not prospecting at luncheons and running seminars. We do neither. I am proud to say that the growth of my practice over the last 15 years + is purely the result of referrals from our satisfied clients; the way it should be. 

Our objective is to add value through a strong client-advisor relationship by providing each client with access to the best financial resources available in the marketplace. We focus on helping a select group of high net-worth individuals, families and Trusts on a variety of issues: from planning for retirement and business succesion, to saving for children’s college education or simply growing portfolios.  In all cases, we customize a wealth management plan for you that stresses the importance of having a sound, disciplined strategy that defines specific financial objectives.

Your Financial Planner is not a 40-page color copied Financial Plan.  It is critical for you to know and understand who your Advisors is; what is their investment philosophy, do they have any customer complaints (www.finra.com), how did they become an Advisor?  To see a brief description of my DNA and how I found myself in the business of providing financial advice, click “About Us” on the left.

Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

More than 5,300 financial advisors
1.9 million client accounts
2,400 locations (United States, Canada and abroad)
$275 billion in client assets
$36 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney Annual Broker Survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

 

 

 

 

 

 

 

Joshua Cohen Wealth Manager / 2011 Executive Council Member Registered Investment Advisor Representative, RJFS Contact Us