Financial Advisors
Jacksonville, FL
Cohen Wealth Advisory is an independent financial advisory firm based in Jacksonville specializing in personalized wealth management and financial planning. Founded by experienced advisors, the firm serves individual investors and families seeking comprehensive financial strategies tailored to their specific goals and circumstances. They focus on building long-term relationships with clients through transparent, professional guidance.
Ideal for: High-net-worth individuals, families seeking comprehensive financial planning, retirees, business owners
Service area: Jacksonville, FL and surrounding areas
Independent Advisory Firm: Operates as an independent advisor, allowing for objective recommendations without conflicts of interest tied to specific product manufacturers or institutional affiliations.
Personalized Wealth Strategies: Develops customized financial plans based on individual client goals, risk tolerance, and life circumstances rather than one-size-fits-all approaches.
Local Jacksonville Expertise: Downtown Jacksonville location with established relationships and deep understanding of local economic factors and client needs.
Address: 301 W Bay St Suite 1424, Jacksonville, FL 32202
Phone: (904) 674-3387
Website: cohenwealth.com
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