National Financial Partners

JCohen Financial is a financial advisory firm located in Williston, VT, dedicated to providing personalized solutions and guidance to individuals and businesses. With a focus on understanding clients' values, goals, and fears, their experienced team offers comprehensive financial planning services to help clients achieve financial peace of mind. As agents licensed to sell insurance through New York Life Insurance Company and offering investment advisory services through Eagle Strategies LLC, JCohen Financial is committed to providing recommendations that are truly in the best interest of their clients. With a down-to-earth approach and a genuine care for helping people, they strive to bring clients' careers to life and guide them on the right path towards financial success.Generated from the website

Cambridge Wealth Management (CWM) provides holistic wealth advisory services and investment consulting to a select group of clients. For each client, we design and manage a tailored strategy.