Working With Us


Today's financial landscape includes an overwhelming number of insurance and investment products. An experienced professional can help you understand all your options...and help you make decisions that serve your best interests.

We know that finding a knowledgeable advisor and establishing a relationship with an advisor in whom you have the utmost confidence, takes time and deserves careful consideration. At Cowen Financial, we want to make your decision easier.

We believe you will choose our firm when you understand what sets us apart:

• Our knowledge and experience enable us to help our clients toward reaching their financial objectives but  the cornerstones of our practice are our core values: ethics and integrity.

• We help our clients organize and simplify their entire portfolio of insurance plans and investments, while tracking progress toward achieving their financial goals.

• Our clients deserve...and can expect...exceptional service at all times