Cowen Tax Advisory Group的封面图片
Cowen Tax Advisory Group

Cowen Tax Advisory Group

金融服务

West Hartford,Connecticut 45 位关注者

Retirement Simplified - Tax, Insurance, & Retirement Planning

关于我们

Cowen Tax Advisory Group: Caring for Your Financial Future for Over 40 Years Founded in 1978, Cowen Tax Advisory Group is a family-owned financial planning company located in West Hartford, Connecticut. Together, our team has over 130 years of experience in the financial industry. From tax preparation and retirement planning to investments and insurance, Cowen Tax Advisory Group provides personalized and attentive service to help you meet your financial goals. With our professional tax preparers, an elder care attorney and advisors specializing in Medicare and other insurance products, Cowen Tax Advisory Group provides clients with a holistic approach to financial planning. Our goal is to grow assets and reduce taxes, helping our clients hold on to the hard-earned money they’ve worked a lifetime to build. At Cowen Tax Advisory Group, we treat our clients like family and are committed to upholding our company values of transparency, honesty, dedication, education and community. Invest Advisory Services are offered through SGL Financial, LLC, a Registered Investment Advisor. Insurance and other financial products are offered separately through individually licensed and appointed insurance agents.

网站
https://www.cowentaxgroup.com
所属行业
金融服务
规模
2-10 人
总部
West Hartford,Connecticut
类型
自有
创立
1978
领域
Retirement Planning、Tax Planning & Preparation、Medicare、Life Insurance、Investment Management和Long Term Care Insurance

地点

Cowen Tax Advisory Group员工

相似主页

查看职位