Cowen Tax Advisory Group, Inc.

Name: Cowen Tax Advisory Group, Inc.
Telephone: +18606761100
Rating: 4.70

Financial planner 4.70(31 reviews) 433 S Main St, #310 on 3rd floor, West Hartford, CT 06110, United States

Cowen Tax Advisory Group, based in West Hartford, CT, specializes in retirement planning, tax services, and insurance solutions. Their fiduciary advisors are committed to acting in your best interest, providing high-quality financial advice tailored to your needs. With a focus on minimizing risks and maximizing value, they offer personalized plans to secure a comfortable retirement.

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Services Cowen Tax Advisory Group, Inc. offers

Explore a range of financial services designed to enhance your financial well-being.

Retirement Planning
Individual Tax Preparation
Tax Planning
Investment Management
Fixed Indexed Annuities
Life Insurance
Long Term Care Insurance
401k Rollover Assistance

Cowen Tax Advisory Group, Inc. business numbers & email addresses

Email addresses

Not available.

Phone number

+18606761100

Location & directions

Cowen Tax Advisory Group is located at 433 S Main St, Suite 310, West Hartford, CT 06110. Easily accessible, you can plan your visit to meet our experienced advisors.

433 S Main St, #310 on 3rd floor, West Hartford, CT 06110, United States

Service hours

Monday	9 AM–5 PM
Tuesday	9 AM–5 PM
Wednesday	9 AM–5 PM
Thursday	9 AM–5 PM
Friday	9 AM–3 PM
Saturday	Closed
Sunday	Closed

Cowen Tax Advisory Group, Inc. overview

Cowen Tax Advisory Group, Inc., located in West Hartford, Connecticut, offers comprehensive financial planning services focusing on retirement, tax planning, and insurance solutions. Our team of fiduciary advisors is dedicated to placing the client’s interests first, delivering customized strategies for a secure and prosperous financial future. Since 1978, we've been committed to simplifying the complexities of retirement and financial planning, ensuring every client can 'Feel Good, Live Well, Retire Happy'. Whether you're just starting out or nearing retirement, we're here to guide you every step of the way.

Send letters & parcels

To send letters and parcels to Cowen Tax Advisory Group, please address them to Corporate Center West, 433 S. Main St., Suite 310, West Hartford, CT 06110, United States. Ensure your correspondence includes all the necessary details, such as your full name and return address, so the team can process your communication efficiently.

Send a resume or CV

If you're interested in joining the Cowen Tax Advisory Group, you can mail your resume or CV to their office. Address your application to the attention of the hiring department at Corporate Center West, 433 S. Main St., Suite 310, West Hartford, CT 06110, United States. Include all relevant information about your experience and skills to help facilitate the hiring process.

Business highlights

Fiduciary advisors committed to client best interests
Over 40 years of experience in financial planning
Comprehensive retirement and tax planning services

Accepted payment methods

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Customer experiences

Customers have praised Cowen Tax Advisory Group for their personalized approach and expertise in financial and retirement planning. Many appreciate the peace of mind and clarity provided by the dedicated team of advisors. Share your own experience with Cowen Tax Advisory Group to help others find the guidance they need for a secure financial future.

Nicky DiVicino

We have been working with Slade for over 20 years, and they have consistently exceeded our expectations. Beyond their extensive accounting expertise, collaborating with Ashley has been a true pleasure. Her outstanding client support skills, training, patience, and in-depth knowledge make her a valuable asset. The team at Slade truly offers the complete package, and we couldn't be happier with our partnership!

Jean Schwier

You can rest assured that all work will be done thoroughly and to the letter of the law. It brings peace of mind to me to work with these professionals.