Isaac Cohen's Contact Details

Isaac Cohen's Company Details

Bedrock Wealth Strategies

New York, NY, US • 5 - 9 Employees
Financial Services

Our mission is to provide confidence, peace of mind and financial security through exemplary personal care. Offering the highest quality client service, personalized strategies, investments, and insurance, we strive to exceed expectations. Thinking only of our clients' best interest, we maintain the highest level of loyalty and integrity, earning our clients' trust and respect. All this to satisfy our overriding purpose: to be a trusted resource for the financial well-being of the people we serve.A SOLID PLAN IS A SOLID FUTURE.A well thought out financial plan opens up life's very possibilities. From securing your every-day needs to making your education, growth, and enjoyment possible, a solid plan offers stability and opportunity. As your financial advisors, we help you build a rock-solid plan for your finances.By exploring situations you haven't considered, we delve deep into your financial plan. We crystallize your goals and aspirations and then work together to make them a reality. The prime goal; to be doing what you enjoy, supporting the people you love most, focusing on your business and leaving a legacy that inspires warm memories and gratitude.Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Bed Rock Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484. Phone 203 513 6000.