- Certified Financial Planner (CFP)
- Tax Planning
Why choose this provider?
Cowen Tax Advisory Group caters to individuals and businesses in West Hartford. Its founder and president, Roger Cowen, has been in the financial industry since 1978. He offers retirement and tax planning, investment management, and life and long-term care insurance coverage. He serves as a member of the Million Dollar Round Table. Cowen also supports local charities, such as Autism Speaks, Special Olympics, and the Make-A-Wish Foundation. The firm has been featured on FOX CT, News8, and Kiplinger.
Investment Adviser Public Disclosure Database, SEC