Robert S. Cohen, Wealth Management Advisor, Barnum Financial Group

Robert S. Cohen, Wealth Management Advisor, Barnum Financial Group My wealth management practice is based on a commitment to careful listening, thoughtful analysis, and effective implementation of advanced strategies.

My overall goal is to provide you with confidence that you have a comprehensive plan in place that offers security for you and those you love. Underscoring everything I do is a deep commitment to providing outstanding service and support throughout our relationship. Areas of focus include investment management, retirement and tax planning, risk management, education funding, and estate conservatio

n strategies. ABOUT ROBERT
QUALIFICATIONS
• Robert has been in the Financial Services Industry for over 25 years
• Previously served as the Founder & CEO of Trinity Trading Corporation
• Holds the Series 3, 7, 9, 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, and fishing

I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities, and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.com. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. Domiciled in NY

07/23/2024

Make sure your summer to-do list includes protecting your family with life insurance. Let’s connect.

07/22/2024

Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s look at your options.

Source: LIMRA, Small Business Owners Consortia Study, December 2023

Share Doug's story about how not having Disability Income Insurance has taken a financial and emotional toll.
07/22/2024

Share Doug's story about how not having Disability Income Insurance has taken a financial and emotional toll.

Learn how not having disability income insurance affected Doug when he became disabled.

Whether life goes according to plan, or throws a curveball, expenses will always need to be paid. Learn more about ways ...
07/19/2024

Whether life goes according to plan, or throws a curveball, expenses will always need to be paid. Learn more about ways to protect yourself, and let’s talk.

We all like to think serious illness, disability, and premature death won’t ever happen to us or to our loved ones. But what if they do?

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about naviga...
07/15/2024

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.

07/11/2024

Understanding your lifetime income is key to planning for the future. See how it adds up with our income calculator.

Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.
07/09/2024

Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.

07/05/2024

41% of people have lost sleep over finances. Avoid doom scrolling and contact me instead.

Financial wellness is a lifelong journey, and I can help you move forward. Get in touch with me today.
07/05/2024

Financial wellness is a lifelong journey, and I can help you move forward. Get in touch with me today.

Engaging with impact investing can help you diversify your financial plan while ensuring that your money is helping crea...
07/05/2024

Engaging with impact investing can help you diversify your financial plan while ensuring that your money is helping create a better world. Let’s talk through how to invest in a way that can make things better. https://thegiin.org/impact-investing/need-to-know/.

While some people want to immediately dive into the deep end of managing their money, others may only want to dip their ...
07/05/2024

While some people want to immediately dive into the deep end of managing their money, others may only want to dip their toes in. Let’s discuss what your risk tolerance is and how you can structure your financial plans. https://blog.massmutual.com/post/risk-profile-mmb.

We can help you prepare today for a brighter tomorrow.
07/05/2024

We can help you prepare today for a brighter tomorrow.

Address

565 Taxter Road Suite 625
Elmsford, NY
10523

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 9am - 1:30pm

Telephone

+19143722950

Website

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