The Cohen Investment Group

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United States
Buffalo Grove, IL
The Cohen Investment Group

The Cohen Investment Group provides customized wealth management services for high and ultra-high

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the prin

cipal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

10/22/2024

In the latest Investor's Edge, explore things to know about the U.S. elections, essential year-end planning tips, vacation ideas, how to stay ahead of cybercrime and the New Investors’ Nook for financial tips for younger investors.
http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

10/14/2024

Did you know there are creative options to explore when taking RMDs? If you have friends and family age 73 or older, the December 31 deadline is rapidly approaching. Let’s connect to discuss the best fit for you.

09/18/2024

Did you know that Gen Xers now carry the highest student loan balance? It's critical to know the ins and outs of your loan to eliminate this debt. There are tips to support you, including tax strategies to help manage your student loan debt more effectively.

09/17/2024

Being proactive can make all the difference. Let’s schedule a time to discuss practical sources of liquidity so you can be prepared for the unexpected.

09/04/2024

Did you know retirement planning can be a complex topic? Rules change as quickly as the market changes. We can help you navigate your family’s finances and retirement savings. Let's connect to discuss a tailored plan.

08/21/2024

Did you know that sharing your good fortune with worthy causes that are meaningful to you can be an integral part of your wealth planning? Let’s set up a philanthropic plan to define your family’s finances and legacy by sharing your wealth with people and causes you care about.

08/20/2024

When traditional lending is not right for your needs, reach out to me to learn more about flexible, innovative financing options.

08/13/2024

Did you know there are budgeting strategies that can help you plan for your essential expenses, discretionary spending and savings or emergency funds? Let's connect to discuss how this strategy can put you in control to stay on track toward your financial goals.

07/24/2024

Did you know, achieving financial freedom comes with a cost? It requires planning, discipline and making smart decisions. Live empowered by discovering strategies to support your financial dreams. Message me to learn more.

07/23/2024

Read the new edition of Investor’s Edge for ideas on meeting family business needs, managing tax provisions before they sunset, how AI may impact financial services and exploring fine wine as an investment.
http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

07/16/2024

Considering an aircraft or yacht purchase or upgrade? Contact me to learn more about our high-net-worth lending resources.

07/10/2024

Did you know, financial freedom means different things to each person? What does it mean to you? Let’s talk today to set you on course for achieving your financial goals.

Address

2150 E. Lake Cook Road , Suite 405
Buffalo Grove, IL
60089

Telephone

+18472155339

Website

https://us.rbcwealthmanagement.com/coheninvestmentgroup/

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