Financial Planning Services You Can Count On In Rocky Hill, CT

For over 40 years now, Cowen Tax Advisory Group has been offering affordable, premier financial planning services to our clients in Rocky Hill, CT.  We fully understand and appreciate the need for individuals to be able to make the most out of their money and revenues.  With that said, our financial specialists are proud of the many diverse services we offer our clients including: 

Retirement Planning

Life Insurance Decisions

Tax Preparation Work

Asset Management Needs

401K Rollover Assistance

Investment Management

Legal Services

The specialized team of professionals here at Cowen Tax Advisory Group is composed of some of the most reputable attorneys, financial experts, retirement consultants and Medicare and insurance specialists in the industry.  We are on hand to answer our Rocky Hill client’s questions, provide solutions to individualized situations and even assist with important decision making with regard to forward moving financial wellbeing and success.

Our Services

INVESTMENTS

To maximize profit and minimize risk, choosing the right investment package is a must-do.

INSURANCE

Medicare and other life insurance options play an important role in the lives of individuals.  Our team of specialists are here to help.

TAXES

Our highly experienced tax planners stand ready to meet the needs of all our valued clients.

RETIREMENT

For all your important retirement questions and plans, look to the pros here at Cowen Tax Advisory Group.


Who Are We?

cowen team photo

Cowen Tax Advisory Group is an experienced team of dedicated financial specialists who take pride in providing our Rocky Hill clients with a broad spectrum of financial, retirement, legal and insurance services.  Individuals can take advantage of our top-rated value-added financial services that help to build upon financial strategies and planning essential to success in an ever-changing financial world. 

Take Control of Your Financial Future

Cowen Tax Advisory Group wants to remind our valued clients of the importance of taking control of their financial future.  When you take and maintain financial control you contribute to your overall success over time.  Our financial experts are here to create and design personalized independent financial strategies for all our Rocky Hill clients.  We are committed to helping our clients attain their long-term goals and to putting effective financial strategies in place.  To talk with one of our team members today or to learn more about our many top-rated financial services give a call out to our office today!

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