Barry Cohen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Global Advisors in Lake Success, NY and the surrounding communities.
Wealth Advice and Management, LLC (“WAM”) is an independent financial planning, tax, and investment advisory firm. For over twenty years, Barry Cohen, CPA, CFP®, CIMA® financial advisor and owner of WAM, has provided individuals, families, professionals, and business owners with sound financial advice and professional financial management to help them realize their own vision of wealth and security.
WAM offers the following services to clients wishing to achieve their financial goals:
• Comprehensive personal financial planningPotential clients are encouraged to arrange a free consultation to discuss their financial goals and concerns and to learn how WAM can help them achieve financial well-being.
Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...
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Warren Buffet was recently in the headlines after agreeing to purchase Bank of America preferred stock. Buffet’s investment comes in the form...
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Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....
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In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...
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Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...
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Students can help minimize the cost of college by managing their finances wisely. Prepare a realistic budget with your child before he or she...
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Even for couples that have been living together for awhile, the decision to marry marks a new financial beginning — the first real moment that...
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Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...
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It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...
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