Financial Planning Services You Can Count On In Burlington, CT
Here at Cowen Tax Advisory Group, for over 40 years, our team of highly skilled and experienced financial specialists has been providing our Burlington clients with top-of-the-line financial services at affordable prices. We take great pride in delivering premier financial and consulting services that serve to assist our Burlington clients in getting the most from their every dollar. The top-rated financial services provided here at Cowen Tax Advisory Group are offered to not only clients in the Burlington area but clients throughout the region. Our services include:
Retirement Planning
Life Insurance Decisions
Tax Preparation Work
Asset Management Needs
401K Rollover Assistance
Investment Management
Legal Services
Here at Cowen Tax Advisory Group our certified team of financial experts is comprised of several reputable attorneys, financial experts, and retirement consultants along with a team of Medicare and insurance specialists. Our team has earned a noticeable spot at the top of the marketplace charts as one of the best financial service providers located in Connecticut and serving its many towns. Our financial and consulting team is steadfast in our commitment to maintain that very marketplace presence by continuing to meet the personal financial planning and consulting needs of all our valued Burlington clients with our premier financial services. Our specialists are on hand to answer any questions, analyze various client scenarios and assist individuals with all their important decision making that gives focus to the long-term financial wellbeing of our Burlington clients and those in the adjacent towns.
Our Services
INVESTMENTS
Investments serve to maximize profits and minimize risk factors. Our team of professionals stands ready to meet your every need.
INSURANCE
Medicare and various other life insurance options can pose many challenges and questions for individuals. Rest assured our team is here to help with all your decision making.
TAXES
When it comes to tax planning, preparation and strategies, our team of experts has got you covered.
RETIREMENT
It goes without saying that having an effective retirement plan in place is important and should be set in place well before your retirement years. Our retirement specialists are here to help with your many financial decisions.
Who Are We?
The dedicated team of financial specialists and professionals here at Cowen Tax Advisory Group offers all our Burlington clients a broad spectrum of financial services. Our financial services include retirement, legal, investment and insurance services, all of which contribute to an individual’s long-term financial planning. Our dedicated team of financial experts takes a great deal of pride in not only providing effective financial planning options to our many Burlington clients, but in the simple fact that our options are every bit affordable to most. We pride ourselves on the many diverse financial services we offer to our valued Burlington clients which, over time, help our clients to ultimately achieve their long-term financial goals and successes in life.
Take Control of Your Financial Future
For over 40 years the Cowen Tax Advisory Group has provided both insight and important information and processes to all our Burlington clients that help to assist them in experiencing a better understanding of the overall importance of planning and maintaining control of their own financial goals and future. Our financial experts work alongside our clients to create and design customized financial plans that are specific to the individual needs of our Burlington clients. The plans we create are designed to help individuals effectively achieve their long-term financial goals and objectives over time. To learn more about the many high-quality financial services we offer or to learn more about our dedicated team of professionals, contact one of our staff today and schedule a free consultation.
