An independent wealth advisory firm proudly servicing Nassau, Queens, and other New York locations.
"I am committed to helping
each client achieve total
Barry Cohen, CPA, CFP®, CIMA®
Free initial consultation
Call (516) 622-2220
Take Control of Your Financial Future - Today.
Family / Small Business
Risk Management and
Comprehensive Personal Financial Planning
Tax Planning and Preparation
Like most people you have aspirations and life goals for yourself and your family. These might include:
attaining a comfortable retirement
funding your children's college education
purchasing a new, or second home
starting a new business, or increasing the profitability of an existing one
protecting yourself and your family from significant financial risks
minimizing your income taxes and potential estate taxes
Whatever your particular goals, the ability to achieve them depends on how effective you are in accumulating, protecting, and deploying your financial resources, i.e. how well youmanage your wealth.
However, going it alone is no easy task: tax laws are constantly changing, the financial markets are highly volatile, inflation remains a threat, and complex financial products continue to proliferate the marketplace. Negotiating these challenges and making the right financial decisions can be extremely difficult especially for those who neither have the time, expertise, or the inclination to do so.
My name is Barry Cohen. I am an independent financial advisor located in Long Island, NY.I established Wealth Advice and Management LLC to provide my clients with expert, personalized, and unbiased financial advice and management to help them achieve their goals and attain financial security.
I offer the following services designed to help my clients achieve their financial objectives:
Let me help you gain financial peace of mind. Contact my office today to arrange a complimentary initial consultation. You will have an opportunity to learn more about me, the services I provide, and how I can best help you achieve your financial goals.
Barry Cohen, CPA, CFP, CIMA
Copyright 2012 Wealth Advice and Management, LLC: Wealth Management NY. All Rights Reserved. 1979 Marcus Avenue, Suite 210, Lake Success, NY 11042