Daniel Cohen

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#25

Forbes Best-In-State Wealth Advisors (2024)

New Hampshire

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

About Daniel Cohen

As a registered independent financial advisory firm, Cohen Investment Advisors provides comprehensive advice on all aspects of personal finance. Our clients are encouraged to live their lives to the fullest and set ambitious goals.

Founder and principal Daniel Cohen has more than 25 years of investment management and financial advisory experience. Prior to founding Cohen Investment Advisors, Daniel was a Vice President and Senior Portfolio Manager at both UBS Financial Services and Morgan Stanley. As an independent financial planner, Daniel has successfully directed his business to enjoy s... Read More

The description above is provided by Daniel.

Focus Area / Customer Base

Most clients are business owners, executives, professionals and family members who need long term financial planning.