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Locations:

Nassau County

1979 Marcus Avenue Suite #210 
Lake Success, NY  11042

565 Mohawk Road East
West Hempstead, NY 11552

516-622-2220
[email protected]

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A trusted financial advisor can help you realize your financial goals and achieve financial well-being. Selecting the "right" financial planner is one of the most important financial decisions you can make.​​

Contact our office today and arrange an initial meeting with Barry Cohen, CPA, CFP®, CIMA® to discuss your financial goals and any financial concerns you may have. You will have an opportunity to learn more about Barry, the services he provides, and how he can best help you ... take control of your financial future.
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