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CONTACTS AT BOBCOHENFINANCIAL.COM

Bob Cohen CPA CFP

Bob Cohen CPA CFP

84 Dor●●●●●●er Dr.

Bask●●●●idge , NJ, 07920

US

1.90●●●●3126
mb●●●@yahoo.com

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Bob Cohen CPA CFP

Bob Cohen

84 Dor●●●●●●er Dr.

(908●●●●3126 , New Jersey, 07920

US

1.90●●●●3126
mb●●●@yahoo.com

View this contact

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FSWM - Financial Strategies & Wealth Management

http://www.bobcohenfinancial.com/Custom.aspx?apId=67289

Of this financial professional on FINRA's BrokerCheck. Life and Health Insurance. Financial Strategies and Wealth Management LLC. Portfolio management refers to the management of money, including investments. Determining the types and quantities of securities to hold in a portfolio is referred to as portfolio management. We offer broad based financial planning including tax planning, charitable gifting services strategies, risk and insurance analysis and estate and retirement planning. FSWM strives to ac...

2

Video Alerts - Financial Strategies & Wealth Management

http://www.bobcohenfinancial.com/Videos.aspx

Of this financial professional on FINRA's BrokerCheck. Life and Health Insurance. The videos on this page are short, multimedia pieces that highlight recent developments, new legislation, and cutting edge information across a variety of financial subject areas. Below Zero: The World Experiments with Negative Interest Rates - May 24, 2016. Full Employment: Are We There Yet? Is Cheap Oil Causing Trouble for the U.S. Economy? Check the background of this financial professional on FINRA's BrokerCheck.

3

Who We Are - Financial Strategies & Wealth Management

http://www.bobcohenfinancial.com/AboutUs.aspx

Of this financial professional on FINRA's BrokerCheck. Life and Health Insurance. As a Certified Financial Planner and CPA, I am the Managing Member, founder, and Investment Advisor Representative of Financial Strategies and Wealth Management LLC. I hold over two decades of combined experience in investments, portfolio management, financial planning, insurance and taxes. I am also a licensed life and health insurance agent in New Jersey, New York and Pennsylvania. Since 2004, I have been an Adjunct Profe...

4

Home - Financial Strategies & Wealth Management

http://www.bobcohenfinancial.com/Home.aspx

Of this financial professional on FINRA's BrokerCheck. Life and Health Insurance. As an Investment Advisor Representative of Financial Strategies &Wealth Management LLC, a Registered Investment Advisor, I have a fiduciary responsibility to act for my clients' best interest. This means that you can count on us to put your interests first. Financial Strategies and Wealth Management LLC. Life and Health Insurance. Check the background of this financial professional on FINRA's BrokerCheck.

5

Why Bob Cohen? - Financial Strategies & Wealth Management

http://www.bobcohenfinancial.com/Custom.aspx?apId=67287

Of this financial professional on FINRA's BrokerCheck. Life and Health Insurance. Why Bob Cohen CPA, CFP? There are literally thousands of financial advisors giving financial advice. Some good. Some not so good. Some have a fiduciary responsibility to act in the clients best interest, and others are held to a lower standard (recommending what is reasonable for the client, not necessarily what is in the clients' best interest). I have an interdisciplinary financial background and perspective in wealth and...

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