| Advisor Profile |
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Business Description |
Our company was founded upon principals that place the utmost value on our client's financial issues, tax concerns, transition planning for both death and disability as well as retirement income.
We are in the business of building long term relationships that are based upon trust and quality client service. We believe that our clients should participate in the market but with a downside protection strategy to mitigate risk. Our motto: "Win by not Losing!"
Regardless of your situation, we are prepared to discuss your issues in a personal, professional and dignified manner.
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General Information |
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| States Licensed in: |
CT, FLA, CO, NY, NJ, RI, MA
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| Years of Experience in Financial Services: |
35
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Education |
| Academic Background |
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BS, Urban & Regional Planning - Ball State University (1969)
Enrolled MBA Indiana University 1970
University of Hartford/Continuing Education
Diploma: Retirement Planning 1971, 1985 |
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Services |
| Investment Types: |
Oil & Gas, Variable Insurance Products, Real Estate, Timber, Mutual Funds, Annuities, Stocks, Alternative Investments, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Insurance License (Life & Health; Long Term Care; Specify below), Registered Investment Advisor (RIA) (State or SEC) or RIA representative, National Association of Insurance & Financial Advisors
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| Securities Licenses: |
Series 65, General Securities, Life & Health, Series 63, Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
250,000
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| Compensation Methods: |
Flat Fee
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| Additional Details on Charges: |
Peter B. Cohen provides customized seperate account investment strategy recommendations that encompass various investment and insurance issues to enable clients to choose the level of service that most closely corresponds to their requirements. A variety of investment strategies are explored and evaluated and then customized for family and business transition planning, tax-sensitivity, risk tolerence and retirement income.
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| Prepared By: |
Peter Cohen |
| Most Recent Update: |
05/10/2008 |
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