Cohen Investment Management of Raymond James
Business details
- Category
- Financial Services · Financial advisor, Financial consultant
- Address
- 4000 Civic Center Dr #500, San Rafael, CA 94903
- Phone
- (415) 870-2470
- Website
- raymondjames.com
- County
- Marin County
About
Marin families and local professionals turn to Cohen Investment Management of Raymond James for personalized financial advice that helps clients plan with confidence. We are a financial advisory practice based in San Rafael, serving clients across Marin County and the wider North Bay.
Our work centers on financial planning and investment management, tailored to each client's goals, timeline and comfort with risk. We take time to understand where you are today and where you want to go, then build a clear strategy you can follow.
Our team is committed to straightforward communication, so you always know what your plan is and why we recommend it.
To learn more or to schedule a conversation, visit our website.
Our work centers on financial planning and investment management, tailored to each client's goals, timeline and comfort with risk. We take time to understand where you are today and where you want to go, then build a clear strategy you can follow.
Our team is committed to straightforward communication, so you always know what your plan is and why we recommend it.
To learn more or to schedule a conversation, visit our website.