Experience Makes all the difference
The Cohen Group is a team of financial professionals with UBS Financial Services Inc., that has over 50 years of experience.
The Cohen Goup works with clients and their tax and legal advisors to develop strategic plans for the three critical phases of financial life: accumulation, preservation and distribution of personal and family assets. The Cohen Group's clientele include Foundations, Retirement Plans, Families, Individuals, Trusts and Corporations.
Ira S. Cohen
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Visit my personal page
661-663-3233
Jason Cohen
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Visit my personal page
661-663-3243