portrait of Stephen Cohen
FINANCIAL ADVISOR

Stephen Cohen

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Focus Areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • College Savings
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities

Personal Interests

  • Mountain Biking
  • Outdoor Enthusiast
  • Spending Time with Family
  • Camping
  • Hiking

Team Members

  • Katie Batzel
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(608) 786-1480

Fax

(866) 445-1292

Office Address

1540 Heritage Blvd Ste 204a
West Salem, WI 54669opens in a new window

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