At Stavis & Cohen Financial, we help families make sound financial choices to achieve financial success on their terms. With a strong commitment to education, we collaborate with families to develop long term plans. The core values that guide the delivery of our services are: uncompromising ethics, integrity and respect for differing beliefs and values; developing and accessing the expertise required to help our clients achieve their goals; and accountability for performance.
Stavis & Cohen Financial opened its doors in early 2009, immediately following the financial meltdown of 2008. In spite of an adverse business environment, Founders Deborah Stavis and Eddie Cohen were passionate about bringing a better service and investment management strategy to the market. It became clear that differentiation from other financial services firms would be the key to attracting and maintaining family relationships. To that end, the company has developed an innovative, holistic financial planning process, including a unique approach to financial education.