JECohen

Closed
Call
Website

Advertisement

Photos

1213 W Morehead St
Charlotte, NC 28208
+1 (980) 486-1980
https://www.jecohenco.com

JECohen is a nationally recognized wealth and investment management firm established in 2015, dedicated to providing personalized financial strategies for individuals and institutions alike. With a strong commitment to client-centric service, the firm has effectively served 659 clients and maintained an impressive 99% client retention rate since its inception.

Offering a comprehensive suite of services, JECohen specializes in financial planning, investment management, and tailored strategies that address the unique financial goals of its clients. The firm prides itself on its inclusive approach, believing that wealth management should be accessible to everyone, regardless of their circumstances.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Services, nec, nec, Investment bankers, Investment advisory service

Bayrock Investment Co

Bayrock Investment Co is a financial services firm based in Charlotte, NC, specializing in investment management and advisory services. With a focus on personalized strategies and client-centric solutions, the company aims to help individuals and businesses achieve their financial goals through sound investment practices. Generated from their business information

Fidelity Investments Advisor Technology

Fidelity Investments Advisor Technology is a company based in Charlotte, NC that specializes in providing technological solutions for financial advisors. They offer a range of services and tools designed to streamline and enhance the advisor-client relationship. With a focus on innovation and efficiency, Fidelity Investments Advisor Technology aims to empower financial advisors with the resources they need to better serve their clients and navigate the complexities of the financial industry. Generated from their business information
Investment advisory service, Financial consultant

Fidelity Investments

Fidelity Investments, located in Charlotte, NC, offers a range of financial services designed to assist individuals in achieving their investment goals. The company provides various account options, including traditional and Roth IRAs, brokerage accounts, and wealth management services with dedicated advisors. With a commitment to affordability, Fidelity charges no fees or minimums for retail brokerage accounts, making investing accessible for all. Their comprehensive tools and resources support clients at every stage of their financial journey, from everyday cash management to retirement planning and wealth management. Generated from the website
United States›North Carolina›Charlotte›JECohen

Advertisement