Bank of America Private Client Advisor Alan Cohen

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Alan Cohen is a Private Client Advisor based in Melville, New York, offering personalized investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to provide tailored financial solutions. Alan serves individuals and families looking for comprehensive financial planning and investment management. His approach is designed to help clients navigate their financial journey effectively.

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Business Information