At Stavis & Cohen, we provide families with the guidance, resources and support required to address complex financial and estate matters. Essentially, we help families develop and implement the plans necessary to achieve lifetime and multi-generational goals.
Our team includes experts in every aspect of the planning, investment and service process. We have the depth and breadth of knowledge and experience to help you maximize your opportunities and bring value to your life.
Learn more about the background of our investment professionals on FINRA’s BrokerCheck website