Heritage Financial Planning - Financial Planning | Port Washington, NY

Personalized financial planning services

Heritage Financial Planning offers you the quality service and attention you deserve.

Tax preparation

Financial planning

• Long-term care insurance

• Income tax preparation

• FREE e-file

Trusted financial planning services

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.


Dedicated to your financial needs

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



Contact us for your tax preparation, tax forms, and returns.

• College planning

• Retirement planning

• Life and health insurance

• Mutual funds

• Stocks and bonds

Securities are offered through H. Beck, Inc., Member of SIPC, FINRA.

Learn more

You're in good hands with us

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