Cohen Investment Management of Raymond James

San Rafael, California

Call (415) 870-2470 Visit website →

About

Cohen Investment Management of Raymond James, based in San Rafael, California, specializes in retirement planning and small business advisory services. The firm's team holds CLU credentials. Services are conducted in English.

Specialties

Firm details

Languages
English
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

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