portrait of Stephen Cohen

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

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Office Information


Office Hours
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


(866) 445-1292

Branch Team

  • Katie Batzel
    Sr. Branch Office Administrator

Office Address

1540 Heritage Blvd Ste 204a
West Salem, WI 54669
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