Cohen Gorenstein LLC
An Independent Firm
Investor Access
 
 

Mission Statement

Since 1994, my mission as a financial advisor has been to provide clients with the knowledge and expertise needed to make educated financial decisions. I consult with individuals, families and trusts on financial matters ranging from retirement and education planning to estate planning.

My expertise falls into two categories:

  • Corporate 401(k) Plans

    The Department of Labor and IRS are two of the three governmental organizations that oversee retirement plan compliance, including the rules and regulations. There are specific guidelines and processes that must be understood and followed. If these guidelines are not followed, "fiduciaries" of these plans can be held personally liable. We specialize in helping to educate you on your fiduciary responsibilities from top to bottom: from fees and investment performance, to the processes that help to mitigate fiduciary risk.

  • Wealth Management

    Consulting individuals, families and trusts on all financial matters ranging from retirement, education and estate planning to risk analysis and asset allocation.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

financial advisor image

Joshua Cohen
Registered Investment Advisor Representative, RJFS
Retirement Plan Consultant, RJFS

319 S. Jefferson Street
3rd Floor, Suite B
Chicago, IL 60661
Phone: 312-986-0501
Fax: 312-986-1506
Direct: 312-986-1142
Contact Us

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Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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