Jay Cohen, LUTCF

Jay Cohen, LUTCF

Financial Adviser

Phone: 631-582-6400 x2321
Fax: 631-582-3116
E-mail:
 

Jay Cohen is passionate about working with his clients and wants them to experience financial confidence now and in retirement. His goal is to provide families and business owners with assistance in building their financial future. Jay is able to take complex financial issues and explain them in a simplified manner to the people he meets.

His services include Retirement Planning, Asset Portfolio Management, 401k/403B Rollovers, Insurance, Estate Planning Strategies, and Tax Reduction Techniques.

Jay Cohen is a Registered Representative and Investment Adviser Representative of Equity Services,
Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., and offers securities in NY. He is also insurance-licensed in New York.