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Robert S. Cohen

  • Wealth Management Advisor

The service I provide is founded on the principle of empowering individuals to achieve their financial goals and secure their financial future. By leveraging our extensive expertise and in-depth market knowledge, I provide personalized and comprehensive financial planning strategies tailored to each client’s unique needs and aspirations. I prioritize a holistic approach, integrating investment management, retirement planning, risk management, and tax optimization to create a customized roadmap for financial success. My team is committed to fostering long-term relationships built on trust, transparency, and integrity. We pride ourselves on not just managing wealth but enhancing lives, by offering proactive guidance, continuous support, and educational resources to help our clients make informed decisions. My team and I can help you navigate the complexities of the financial landscape with confidence, ensuring a stable and prosperous future for you and your family.

ABOUT ROBERT

  • Robert has been in the Financial Services Industry for over 30 years
  • Previously served as the Founder & CEO of Trinity Trading Corporation on the NYSE
  • Holds the Series 7 and 63 Securities Registrations
  • Licensed to sell Life, Accident, and Health Insurance

PROFILE

  • Serves on the leadership team for the New Canaan Men’s Society
  • Resides in Ossining, NY with his wife Denise and their two children Madeline and Michael
  • Enjoys golfing, playing tennis, pickleball, and fishing

 

Schedule an appointment here

 

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.  CA Insurance License # 4206433

Check the background of this investment professional on FINRA’s BrokerCheck

robert cohen

Robert S. Cohen

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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