LLOYD-COHEN.COM

Carolyn Lloyd-Cohen Financial Solutions for the Affluent

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Preferred Pensions LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

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CONTACTS AT LLOYD-COHEN.COM

Lloyd-Cohen, Carolyn

3 Garret Mo●●●●●●●●●●●, Suite 201

Wood●●●●Park , NJ, 07424

UNITED STATES

973●●●101

co●●●●●●@lloyd-cohen.com

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Lloyd-Cohen, Carolyn

3 Garret Mo●●●●●●●●●●●, Suite 201

Wood●●●●Park , NJ, 07424

UNITED STATES

973●●●101

co●●●●●●@lloyd-cohen.com

View this contact

null

Lloyd-Cohen, Carolyn

3 Garret Mo●●●●●●●●●●●, Suite 201

Wood●●●●Park , NJ, 07424

UNITED STATES

973●●●101

co●●●●●●@lloyd-cohen.com

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Carolyn Lloyd-Cohen Financial Solutions for the Affluent | lloyd-cohen.com Reviews

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Preferred Pensions LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

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1 about us

2 executive team

3 our services

4 retirement plans

5 business consulting

6 financial planning

7 client center

8 sipc

9 finra's brokercheck

10 coupons

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Carolyn Lloyd-Cohen Financial Solutions for the Affluent | lloyd-cohen.com Reviews

https://lloyd-cohen.com

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Preferred Pensions LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

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lloyd-cohen.com

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Carolyn Lloyd-Cohen Financial Solutions for the Affluent

http://www.lloyd-cohen.com/client_center.html

American Funds (retirement plans). CLC eWealth Zone (eMoney Advisor). John Hancock (New York only). NFP Brokerage Account Access. Decisions about Long Term Care. Decisions about Executive Benefit Plans. Decisions about the Future Of Your Company. Life Insurance in Qualified Plans. Get the Best Offer. Securities offered through NFP Advisor Services, LLC (NFPAS), member FINRA. NFPAS is not affiliated with Carolyn Lloyd-Cohen LLC or Preferred Pensions LLC.

2

Carolyn Lloyd-Cohen Financial Solutions for the Affluent

http://www.lloyd-cohen.com/financial-planning.html

Together, we will design a roadmap that will help you balance the demands of your business and the needs of your personal life, renew your confidence in the future, and restore your peace of mind. We can address all aspects of traditional as well as more sophisticated financial services such as:. Investment Consulting Services and Asset Management, including specialized advisory services. Insurance Analysis and Wealth Preservation Techniques. Estate Planning and Asset Protection. Our capabilities are str...

3

Carolyn Lloyd-Cohen Financial Solutions for the Affluent

http://www.lloyd-cohen.com/executive_team.html

Carolyn Lloyd-Cohen, CLU, ChFC, AEP, AIF. Founder and Chief Executive Officer. A financial services professional since 1977, Carolyn specializes in the areas of qualified pension plans, wealth management, insurance, business succession planning and estate planning. She founded Carolyn Lloyd-Cohen LLC /. American Society of Pension Actuaries. Association for Advanced Life Underwriting. Estate Planning Council of Bergen County (past president). Estate Planning Council of New York City (past board member).

4

Carolyn Lloyd-Cohen Financial Solutions for the Affluent

http://www.lloyd-cohen.com/about_us.html

Planning Every Step of the Way. A Team of Specialists. When you work with Carolyn Lloyd-Cohen LLC, you can expect exceptional client service, because respecting the trust you place in us is part of our culture. Our guiding principles are: confidentiality; prompt response; independent, unbiased advice; and proactive plan management. If that is what you are looking for, please contact us today and put our specialized team to work for you so we can explore the possibilities together.

5

Carolyn Lloyd-Cohen Financial Solutions for the Affluent

http://www.lloyd-cohen.com/business-consulting.html

As a business owner, you understand hard work and long hours. You recognize the importance of long-range and strategic planning, but day-to-day responsibilities eat up the hours, and there just isn’t enough time in the day. Consequently, you may worry, and rightly so, that postponed decisions and steps not taken could have a negative impact somewhere down the road. That’s where the team at Carolyn Lloyd-Cohen LLC can really help. Our areas of expertise include:. For owners of privately held and family bu...

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Preferred Pensions LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

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