In my previous career, as a college professor, I assisted students with navigating academic challenges, barriers and obstacles. As an educator, I made an active effort to personally connect with my students and their families.
Navigating into my career as a financial advisor with Edward Jones, I leveraged my enthusiasm for education and teaching by helping clients in achieving their long-term family and business financial goals. I best serve my clients by first listening to what is most important to them then proposing personalized strategies to reach those goals. Through their financial journeys, my clients trust me to help ensure their investment mix aligns perfectly with their long-term objectives.
Using my unique ability to holistically assess my clients’ financial needs, I understand how important it is to create a strong financial landscape that builds generational wealth. With a focus on continued professional development, and as a Series 66 and Series 7 licensed financial advisor, I am committed to helping you develop financial strategies for you, your loved ones, and your employees.
Primarily serving diverse clients of all ages and incomes, I offer personalized strategies for:
- Developing fiscally responsible retirement plans, including innovative portfolio strategies for reliable income flow and continual growth in retirement
- Designing business retirement plans
- Preparing for the unexpected
- Saving for college
If you’ve had a recent life change such as switching jobs, welcoming a new addition to your family, selling your home, going through a divorce or experiencing a personal loss, I welcome a conversation with you to build a financial strategy for your family or business.
I would love an opportunity to discuss your financial goals and offer any suggestions that may be useful. Call or stop in today.
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Rock Climbing
Office Address100 Hinman St Ste 4
Cheshire, CT 06410 opens in a new window
Phone NumberBosmat Cohen at (203) 718-0001
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