On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Cohen, Relationship Manager at West Financial Services.
Get in touch with Matt:
https://westfinancial.com/
https://www.linkedin.com/in/mattcohendc/
"I consider myself to be a passionate investment services professional and an advocate for the financial well-being of my clients. I strive to be that “first phone call” to help clients address a variety of financial and estate related questions, including gifting strategies.
As a relationship manager at West Financial Services, I provide financial planning services and investment management to clients, and I lead a team of skilled practitioners who are instrumental in executing a successful financial plan.
I specialize in turning a lifetime of savings and hard work into a reliable income stream for clients nearing and in retirement. In addition, as an “elder millennial,” I have firsthand knowledge of the financial issues facing this large generation and I work closely with many younger clients who are accumulating assets - often advising and educating multiple generations of families."
