Jay Cohen

President at Monterey Wealth - Dunwoody, GA, US

Jay Cohen's Colleagues at Monterey Wealth
Robyn Barocas

Director, Plan Management & Administration

Contact Robyn Barocas

Jay Cohen's Contact Details
HQ
N/A
Location
Atlanta,Georgia,United States
Company
Monterey Wealth
Jay Cohen's Company Details
Monterey Wealth logo, Monterey Wealth contact details

Monterey Wealth

Dunwoody, GA, US • 5 - 9 Employees
Financial Services

Many 401k advisors provide investment guidance. In reality, investment management has become a commodity. Other advisors provide investment guidance and employee education. Some are effective and some are not. Very few 401k advisors provide investment management, employee education, and support plan operations. That's what makes Monterey Wealth different. Our goal is simple. Own plan operations, help you keep your plan clean, and take work off the plan administrators' desk.

401(k) Rollover Financial Planning
Details about Monterey Wealth
Frequently Asked Questions about Jay Cohen
Jay Cohen currently works for Monterey Wealth.
Jay Cohen's role at Monterey Wealth is President.
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Jay Cohen works in the Financial Services industry.
Jay Cohen's colleagues at Monterey Wealth are Robyn Barocas, Jay Cohen, David Duncan and others.
Jay Cohen's phone number is N/A
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