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Cohen Financial Group Discovery Process

Cohen Financial Group invites you to take advantage of our, easy, non-intrusive, Discovery Process.
This process allows you, our potential client, to receive up to three, free - no obligation, consultations
prior to making any decision as to the course of action you wish to take. These consultations allow us,
Cohen Financial Group, to discover your objectives, concerns, and expectations, in the determination
as to whether or not we are a good fit to your overall financial plan. Start your discovery today!

Discover why over 1,000 (and counting) clients chose to make Cohen Financial Group a part of their financial team.

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. The First step to getting where you want to be is establishing where you are now. So, let's get started.
 Our focus is to understand your goals and develop a detailed plan to reach them. We offer several options for meeting with you to present our professional analysis and to discuss our recommendations. Cosultations are free with no obligations. 
Cohen Financial Group values the peace of mind of our clients. The more you know, the greater your peace of mind will be. Browse our learning center for important information