VT · Colchester

Fiduciary advisors in Colchester, VT

1 advisor with offices in Colchester. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Colchester

James Cohen, Financial Advisor - Jcohen Financial

Colchester, Vermont

Insurance-Based

Jcohen Financial, based in Colchester, Vermont, offers financial planning and insurance analysis services led by James Cohen, an Insurance Advisor Representative and Registered Representative with over 20 years in the financial services industry. The firm specializes in insurance planning and follows a six-step process that begins with understanding each client's situation and objectives, proceeds through needs analysis and strategy development, and includes ongoing coordination with clients' other professional advisors. Cohen holds FINRA Series 7, 6, 66, and 63 licenses and has achieved top producer status with New York Life and membership in the Million Dollar Round Table.

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Financial advisors in Colchester, Vermont

Advisors serving Colchester specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Vermont's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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