David Cohen takes a consultative approach to working with his clients, taking the time to develop a thorough understanding of who they are and what matters most to them. Based on their personal situation and priorities, he helps them develop a strategy to grow their assets to help fulfill their vision of their financial future. David earned his Bachelor of Science degree in accounting from Long Island University at C.W. Post.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.