JCohen Financial

Financial Advisor

James D. Cohen

Contact Us

33 Blair Park Road, Suite 103
Williston , VT 05495
  • Phone: (802) 652-4820
  • E-mail address: james@jcohenfinancial.com
  • E-mail address: alex@jcohenfinancial.com
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JCohen Financial

Financial Advisor

James D. Cohen

Contact Us

33 Blair Park Road, Suite 103
Williston , VT 05495
  • Phone: (802) 652-4820
  • E-mail address: james@jcohenfinancial.com
  • E-mail address: alex@jcohenfinancial.com
  • Home
  • About Us
    • Who We Are
    • Our Location
    • Business Solutions
    • Personal Solutions
    • Investment Solutions
    • Our Process
    • Strategic Alliances
    • Client Accounts
    • Helpful Links
    • Newsletters
    • Video Library
    • Our Location
    • Eagle Strategies LLC
    • Refer Us
    • Tell A Friend
  • Products & Services
    • Our Core Products
  • Resources
    • Tax Library
  • Contact Us

James Cohen  is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of VT, CO, DE, FL, MA, MD, ME, MI, NC, NH, NY, OH, PA and TX. No insurance business may be conducted outside of these states referenced.

James Cohen is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor. In this regard, this communication is strictly intended for individuals residing in the state of VT, FL, MA, MD, ME, NC, NH, NY, OH and PA. No offers may be made or accepted from any resident outside the specific state referenced.

James Cohen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of FL, ME, MD, MA, NH, NY, NC, OH, PA and VT. No offers may be made or accepted from any resident outside the specific state referenced.

Neither JCohen Financial nor New York Life Insurance Company, or its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.

JCohen Financial is not owned or operated by New York Life Insurance Company or its affiliates.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf