Cohen Investment Advisors

Cohen Investment Advisors Cohen Investment Advisors brings clarity for your wealth and confidence in your life with tax-efficient investment management and financial planning.

Daniel Cohen, Certified Financial Planner®, is the firm's CEO and chief investment officer.

Dividend-paying stocks can offer a dual benefit: generating income while contributing to long-term growth. They can also...
08/29/2025

Dividend-paying stocks can offer a dual benefit: generating income while contributing to long-term growth. They can also help add stability to a portfolio, especially during times of market volatility.

Whether you're nearing retirement or simply looking to diversify your investment approach, dividends may play a strategic role in your plan.

Questions about how dividends might fit into your portfolio? Let’s talk. Visit investwithcohen.com/contact today.

Not sure if your current investment strategy still aligns with your goals? A second opinion can offer a fresh perspectiv...
08/28/2025

Not sure if your current investment strategy still aligns with your goals? A second opinion can offer a fresh perspective. As markets shift, it’s smart to revisit your portfolio to ensure it reflects your evolving needs.

We’re here if you’d like to take a closer look together. Schedule a consultation today by calling 603-347-8401 or visit investwithcohen.com/contact.

We believe it’s important to help your kids develop healthy financial habits by making budgeting and saving a part of ev...
08/26/2025

We believe it’s important to help your kids develop healthy financial habits by making budgeting and saving a part of everyday life. 🙌

May we suggest Involving them in real-life decisions like managing bills, saving for goals, and making tough decisions between wants and needs? The most valuable lessons often come from what they see us do, not just what we say.

Explore our blog for more insights: investwithcohen.com/blog.

It’s easy to focus on the future—but it’s just as important to enjoy the present. Working with Daniel Cohen and James Pe...
08/22/2025

It’s easy to focus on the future—but it’s just as important to enjoy the present. Working with Daniel Cohen and James Perry who are both CERTIFIED FINANCIAL PLANNER® professionals, can help you strike the right balance: living meaningfully now while planning strategically for what’s ahead.

At Cohen Investment Advisors, we take the time to understand your values, lifestyle, and goals so your financial plan reflects the life you want to live today and tomorrow.

Let’s talk about your goals. Visit investwithcohen.com/contact today.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Many of our clients come to us with future generations in mind, whether it’s creating a financial legacy for children or...
08/20/2025

Many of our clients come to us with future generations in mind, whether it’s creating a financial legacy for children or helping grandchildren get a head start.

Over the years, it’s been gratifying to see the next generation of our clients’ families turn to us for guidance as they begin to shape their own financial futures. If generational wealth is part of your vision, we’re here to help you build it with confidence. 🤝

Learn more on our approach: investwithcohen.com/financial-investment-planning/wealth-management.

Exploring real estate as a part of your strategy? 🧐Our advisors help qualified investors add real estate to their portfo...
08/18/2025

Exploring real estate as a part of your strategy? 🧐

Our advisors help qualified investors add real estate to their portfolios in a unique, income-generating way that can align with some investors’ long-term goals.

Learn more by visiting investwithcohen.com/real-estate-investing or contact us today at 📞 603-347-8401.

The retirement landscape is changing, and so are the goals of today’s investors. Whether you’re reassessing your timelin...
08/14/2025

The retirement landscape is changing, and so are the goals of today’s investors. Whether you’re reassessing your timeline or refining your strategy, a personalized plan is essential to stay on track.

At Cohen Investment Advisors, we’re committed to delivering tailored guidance that empowers you to make more informed and confident financial decisions.

Let’s work together to create a retirement plan that supports the future you envision. Schedule your consultation today at investwithcohen.com/financial-investment-planning/retirement.

Stay informed with market insights and thoughtful planning strategies from Daniel Cohen. As a regular financial writer f...
08/12/2025

Stay informed with market insights and thoughtful planning strategies from Daniel Cohen. As a regular financial writer for New Hampshire Business Review, Daniel shares his knowledge publicly to help investors better understand key economic indicators and make informed decisions.

Be the first to receive new content and exclusive updates by subscribing to our newsletter: investwithcohen.com/blog/published-articles.

Did you know 529 Plans are a flexible way to help save for your child’s future education? With tax advantages and growth...
08/08/2025

Did you know 529 Plans are a flexible way to help save for your child’s future education? With tax advantages and growth potential, they’re a popular tool for families planning ahead.

We understand that planning for education costs can feel overwhelming, but with the right strategy, it becomes more manageable and rewarding. Investing in education means investing in your family’s future.

Let’s talk about financial strategy. Contact us today by visiting investwithcohen.com/contact.

Daniel Cohen has been recognized for three consecutive years on the Forbes Best-In-State Wealth Advisors list for New Ha...
08/07/2025

Daniel Cohen has been recognized for three consecutive years on the Forbes Best-In-State Wealth Advisors list for New Hampshire. This honor reflects the dedication and experience Daniel brings, committed to delivering personalized financial guidance and client success. 🏆

Our team is proud to work alongside a leader who values building strong client relationships. We remain focused on helping clients invest with confidence and help them achieve their long-term goals. 🙌

Learn more by visiting investwithcohen.com/about/.

(April 4, 2023, April 3, 2024, and April 8, 2025) The awards are based upon the time period of 2023 – April 2025). The Forbes rankings of Best-In-State Wealth Advisors and Next-Gen Wealth Advisors are developed by SHOOK Research, based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven and four years of experience, respectively. The ranking algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Cohen Investment Advisors nor any of its Financial Advisors pay a fee in exchange for this award/rating. Cohen utilizes the Forbes logo in its marketing efforts and pays a fee for the use of the logo.

Thinking about starting your financial journey but not sure where to begin? Many of our client relationships start with ...
08/06/2025

Thinking about starting your financial journey but not sure where to begin? Many of our client relationships start with relaxed conversations. 🤝

We’ve spent years building relationships with our clients, and the best compliment we can receive is when they refer friends and family to us. That kind of trust reflects the confidence they have in our team and we’re grateful for that.

As our team expands, we’re able to dedicate even more time and attention to serving our clients and growing those relationships.

If someone you know is looking for thoughtful, experienced financial guidance, we’re here to help. Visit investwithcohen.com/contact.

Real estate can be a powerful addition to your portfolio, driving both income and long-term growth. If you’re wondering ...
07/31/2025

Real estate can be a powerful addition to your portfolio, driving both income and long-term growth. If you’re wondering how it fits into your financial strategy, we’ve answered some of the most common questions to help you make confident, informed decisions. ✅

Ready to explore the potential of real estate investing? Learn more at investwithcohen.com/about/real-estate-investment-faq.

Address

264 South River Road Suite 414
Bedford, NH
03110

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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