JCohen Financial

Finance · Vermont, United States · 1-10 Employees

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Overview

Headquarters

105 Westview Rd Ste 201, Colchester, Ver...

Phone Number

(802) 652-4820

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
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1

About JCohen Financial

JCOHEN FINANCIAL, based in Colchester, VT, specializes in providing personalized financial planning and advisory services. The firm focuses on understanding clients' values, fears, and goals to offer tailored strategies for achieving financial peace of mind. They offer a range of solutions including personal, business, and investment services, primarily targeting individuals and businesses in several states. JCOHEN FINANCIAL operates in partnership with New York Life Insurance Company and its subsidiaries, ensuring a comprehensive approach to financial management.Explore more
JCohen Financial's Social MediaPopular SearchesJCohen FinancialSIC Code 62,628NAICS Code 52,523Show more

JCohen Financial Org Chart

PhoneEmail
KS
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Compare insights from companies similar to JCohen Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JCohen Financial

<$5M
1-10
Private
-
-
KS
Katherine SarvaryManager, Operations
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2000
LA
Leila AlhusainiManager, Administrative Services
<$5M
1-10
Private
-
2017
DM
David McGuireFinancial Advisor & President
<$5M
1-10
Private
-
-
NL
Nadine LaCosteDirector, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2001
RH
Ruth HayeAdministrative Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

JCohen Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

JCohen Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JCohen Financial.

JCohen Financial Tech Stack

A closer look at the technologies used by JCohen Financial

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Frequently Asked Questions Regarding JCohen Financial

What is JCohen Financial's official website?
JCohen Financial's official website is www.jcohenfinancial.com
What is JCohen Financial's Revenue?
JCohen Financial's revenue is <$5 Million
What is JCohen Financial's SIC code?
JCohen Financial's SIC: 62,628
What is JCohen Financial's NAICS code?
JCohen Financial's NAICS: 52,523
How many employees does JCohen Financial have?
JCohen Financial has 1-10 employees
What industry does JCohen Financial belong to?
JCohen Financial is in the industry of: Finance, Securities Trading
What is JCohen Financial competition?
JCohen Financial top competitors include: The Summit Group, Paoerhouse Financial Group, Atlas Financial Strategies, Ridings Insurance & Financial Services
What technology does JCohen Financial use?
Some of the popular technologies that JCohen Financial uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact JCohen Financial?
JCohen Financial contact info: Phone number: (802) 652-4820 Website: www.jcohenfinancial.com
What does JCohen Financial do?

JCOHEN FINANCIAL, based in Colchester, VT, specializes in providing personalized financial planning and advisory services. The firm focuses on understanding clients' values, fears, and goals to offer tailored strategies for achieving financial peace of mind. They offer a range of solutions including personal, business, and investment services, prim... arily targeting individuals and businesses in several states. JCOHEN FINANCIAL operates in partnership with New York Life Insurance Company and its subsidiaries, ensuring a comprehensive approach to financial management.Read More

What are JCohen Financial social media links?
JCohen Financial Facebook page
Is JCohen Financial a public company?
JCohen Financial is private company therefore does not currently have an official ticker symbol
See more information about JCohen Financial

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