Long Island Financial Advisor Services
An independent wealth advisory firm proudly servicing Nassau, Queens, and other New York locations.
"I am committed to helping
each client achieve total
financial well-being"
Barry Cohen, CPA, CFP®, CIMA®
Financial Advisor 

Free initial consultation 
Call (516) 622-2220
Take Control of Your Financial Future - Today.
Family / Small Business 

Risk Management and

Holistic Financial Planning

Investment Management

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 you manage 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
(516) 622-2220 | bcohen@bcwealthadvice.com
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New York Wealth Management

Welcome to Wealth Advice and Management -
Financial Planning, Tax, and Investment Advisory Services

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Develop and implement a plan to achieve your financial goals and attain financial security.
Invest in a diversified portfolio to fund your financial goals.
Minimize your income and estate taxes.
Increase your business's profitability.
Protect yourself and your family from financial risks.
We service the Lake Success and surrounding areas. These areas include Long Island, Queens, Brooklyn, Manhattan, New York City, Staten Island, Nassau County and surrounding areas