As part of our response to this unprecedented time in history, Cohen Financial Management has been hosting weekly webinars showcasing some of Broadway's most talented stars for our clients to enjoy. This video features a few of our favorite Broadway at Home guests sharing a song for the holidays along with a message from our team.
To see more Broadway at Home videos, please click here.
For more than 40 years, we’ve built a solid reputation for providing sound investment advice. With each day, we have remained committed to upholding a fiduciary standard* when it comes to managing assets, putting the interests of our clients above our own. We have never treated those who sought our advice as just investors, but as people with families, goals and important things they want their money to do.
As financial planners, the guidance we provide today extends beyond just portfolios to all the things in life that money touches – whether it’s building a comfortable retirement, funding college for children and grandchildren, or leaving a legacy for loved ones. Over time, our greatest investment has always been in the people we serve.
Fiduciary (noun/adj) fi•du•cia•ry : when one person justifiably places confidence and trust in someone else and seeks that person’s help or advice … because the client trusts the (fiduciary) to act in the best interest of the client at all times. – Merriam-Webster online dictionary