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An independent firm

Services

Having choices is important in investment and financial planning. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, we offer our clients an extensive array of investment alternatives and services.

  • Retirement planning - Charting a course for your retirement destination.
  • Financial planning - Your financial future is important. Don’t trust it to just anyone.
  • College planning - What will it take to deliver the dream?
  • Estate planning - Peace of mind takes planning.
  • Asset allocation - Asset allocation versus diversification - what’s the difference?
  • Asset management - Discover the benefits of professional asset management.
  • Mutual funds - Your purchasing power . . . at work.
  • Stocks - How do stocks fit into my financial plan?
  • Bonds - Are bonds right for you?

Michael Cohen
Financial Advisor

8131 Lakewood Main St. Suite M-206
Lakewood Ranch, FL 34202
Phone: 941-922-8588
Email

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Securities and advisory services offered through Harbor Financial Services, LLC, Member FINRA/SIPC. Accounts carried by Raymond James & Associates, Inc. Member FINRA/SIPC. Cohen Investment Management, Inc. is not an affiliate nor subsidiary of Harbor Financial Services, LLC.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local investment advisor office for information and availability.