When it comes to managing money and guiding people through various financial phases of their life, a high level of trust is a big part of the work. Cowen Tax Advisory Group in West Hartford guides its clients not just based on the market, but also on the highest level of values and ethics.
The company – founded 45 years ago - is family-owned and operated and treats its clients as an extension of its team. In an industry with countless strategies and methods to build growth in one’s financial portfolio, the Cowen team not only leverages its expertise to better position its clients for the future, but utilizes a personal touch that is synonymous with its name and brand.
“We want to support our clients in many financial areas and ensure that they are set up for a future that aligns with their values and lifestyle,” said Roger Cowen, Founder and Advisor at the firm. “The true outcome of our work is that we build confidence and create peace of mind for our clients. We’re here for the common person to make life easier.”
It’s that personal touch that sets Cowen apart from many other financial firms. Rather than simply creating plans based on what they think is best, the team listens to its clients to ensure a customized approach based on their clients' needs and concerns.
“We treat and guide clients as though they are part of our own family,” said Judith Cowen, Operations Director, who also notes that the team becomes part of its clients’ lives beyond just business, including calls on their birthday to wish them well and inviting them to special events throughout the year. “We help people with thier taxes and finances and also help people reduce their stress by guiding them through a holistic process that makes them feel secure and relieved.
Cowen Tax Advisory Group
433 South Main St., Suite 310
Phone: 860-676-1100
Online: Cowentaxgroup.com
“We treat and guide clients as though they are part of our own family."