Established in 1960, our firm has stood the test of time for multiple generations of clients assisting them on pursing their financial dreams. Our founder, Alvin D Cohen, CLU, had a vision of serving his community and families. This vision continues into the new era of Cohen Financial Services with Al’s protégé, Jason Stewart, CLTC, his Vice President of Administration, Carrie Jones, and new partners Carey Berger, JD, CLU, ChFC and Mark Glass.
