Overview
Headquarters
West Hartford, Connecticut
Category
Financial planner
Cowen Tax Advisory Group is a family-owned financial planning company located in West Hartford, Connecticut. Together, our team has over 130 years of experience in the financial industry. We provide our clients with personalized retirement planning, tax preparation, investment management, and Medicare enrollment. Dedicated to growing assets and reducing taxes, Cowen Tax Advisory Group has been West Hartford’s one-stop shop for financial planning services since 1978. We offer: --Comprehensive Retirement Planning --Estate Planning --Wealth Management --Investment Portfolios --Asset Allocation --Tax Preparation & Planning --Long-Term Care, Health & Life Insurance --Stretch IRA’s --401(K) Rollover Assistance --Medicare Planning & Enrollment Cowen Tax Advisory Group: Caring for Your Financial Future for 40 Years. Investment Advisory Services are offered through SGL Financial, LLC, a Registered Investment Adviser. Insurance and other financial products are offered separately through individually licensed and appointed insurance agents.