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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 and Owner of Wealth Advice and Management, LLC
Call Now: (516) 622-2220
Email: bcohen@bcwealthadvice.com
Take Control of Your Financial Future - Today.
Family / Small Business
Consulting
Risk Management and
Insurance
Comprehensive Personal 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 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 a financial advisor in Long Island and the owner of Wealth Advice and Management, LLC. For over twenty years as a wealth management consultant I have provided individuals, families, professionals, and business owners with sound financial advice and management to help them achieve their financial goals and attain financial security.
I offer the following services designed to help my clients achieve their financial objectives:
My sole aim as an independent financial advisor and wealth management consultant is to help my clients achieve their financial goals and financial security by delivering expert, personalized, and unbiased financial advice and management.
Let me help you gain financial peace-of-mind. Contact my office today and arrange a free consultation. You'll have an opportunity to learn more about me, the services I provide, and how I can best help you achieve total financial well-being.
Sincerely,
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
