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ClaimTax & Retirement Advisors In West Hartford, CT
Cowen Tax Advisory Group is a family-owned financial planning company located in West Hartford, Connecticut. Together, our team has over 130 years of experience in the financial industry. We provide our clients with personalized retirement planning, tax preparation, investment management, and Medicare enrollment. Dedicated to growing assets and reducing taxes, Cowen Tax Advisory Group has been West Hartford’s one-stop shop for financial planning services since 1978.
Cowen Tax Advisory Group is the only financial advice company in central Connecticut to offer comprehensive retirement planning. A comprehensive retirement plan is a holistic financial roadmap which coordinates traditional financial products such as life insurance, investments, annuities, and estate plans with Medicare and tax preparation.
We offer:
- Tax Preparation & Planning.
- Comprehensive Retirement Planning.
- Estate Planning.
- Wealth Management.
- Investment Portfolios.
- Asset Allocation.
- Long-Term Care, Health & Life Insurance.
- Stretch IRA’s.
- 401(K) Rollover Assistance.
- Medicare Planning & Enrollment.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
West Hartford, CT
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Year founded
Founded 1978
1 Locations
- West Hartford , CT
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