Your First Step Toward Financial Freedom Starts Here
With over two decades of experience, we combine proven financial strategies with a personalized, hands-on approach. We simplify complex decisions, ensuring clients feel confident, informed, and secure every step of the way toward retirement.
Since 2001, Cohen Financial Group has guided clients toward secure, confident retirements. Offering Financial Planning, Medicare, Life Insurance, Financial Coaching, and Tax Preparation Solutions; we deliver personalized strategies with clarity and trust. Our mission: Providing Smooth Financial Sailing into Retirement.
Testimonials
What our customers write about us
I can’t thank Cohen Financial Group enough for giving me peace of mind about my retirement. Josh showed me how to protect my savings with absolutely zero fees and a 0% chance of market loss. Now, I have guaranteed lifetime income I can count on, no matter what the market does. It feels like I finally have a retirement plan I can trust!
Before meeting Josh, I was nervous about the ups and downs of the market eating into my retirement. He explained everything clearly and set me up with a plan that protects my principal, charges no fees, and guarantees a monthly income for life. I sleep better knowing my retirement is safe and my future is secure.