Heritage Financial Planning offers you the quality service and attention you deserve.
• Long-term care insurance
• Income tax preparation
• FREE e-file
At Heritage Financial Planning, you'll always get personalized service for all your financial planning needs, including income tax preparation, retirement planning, life and health insurance, and more.
With individualized service from Edward Cohen, MBA, CFP®, you know you're always getting the best financial planning service.
At Heritage Financial Planning, you're working with an individual dedicated to your needs - not a large corporation.
Since 1988, you can trust Edward Cohen, to always provide you with quality service.
Call to schedule an appointment with Edward Cohen
• College planning
• Retirement planning
• Life and health insurance
• Mutual funds
• Stocks and bonds
Securities are offered through H. Beck, Inc., Member of SIPC, FINRA.