Jeffrey Charles Cohen, MBA, CLU®, CFP®
Wealth Management Advisor


Physicians Nationwide

Jeff Cohen provides goals-based, planning-driven financial services. His purpose is to educate, inspire and challenge high integrity individuals and families to make smart and strategic decisions that will reward them, their families and their businesses for generations.  Jeff works in the areas of tax-deferred investments, estate planning, life and disability insurance, long-term care insurance, and retirement planning.

Jeff Cohen has a highly structured, disciplined approach to financial planning. He spends a significant amount of time discussing clients’ financial goals and objectives, risk tolerance, and time horizon to develop a well-managed, tailored plan that meets their needs. After setting an initial asset allocation, he reviews current investment portfolios and recommends appropriate changes that he feels are in their best interest. He then implements and monitors the investments to be sure that they continue to be in line with the original objectives. Jeff meets frequently with clients to reassess financial goals and objectives, and to review their financial progress.

Guiding Principles:

1. First seek and understand your goals, objectives and vision.

2. Help solve complex financial issues with discipline and focus.

3. Demonstrate intelligence and consistency in his approach to the business of financial planning.

4. Treat all relationships with trust, integrity and commitment.

5. Continuously advocate for you.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck