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914-305-9050 SillerandCohen@LFG.com
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Supervising Office: 800 Westchester Ave., Suite S-504, Rye Brook, NY 10573
NYC Office: 250 Park Avenue, 7th Floor, New York, NY 10177

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    • Jeffrey S. Cohen
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We believe that three critical elements contribute to our clients’ success; our philosophy, our people, and our process.

At Siller & Cohen we believe in the Lincoln Financial Advisors philosophy of serve our clients’ needs first, last, and always, whether working with multi-generational families of wealth or non-profit institutions.

Our cross disciplinary approach to comprehensive planning leverages the intellectual capital of our diverse group of highly qualified professionals, which includes attorneys and CPAs, some with advanced degrees in taxation, a CFA, Certified Investment Management Analysts, MBAs, and Certified Financial Planner Professionals®

 

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Investments

At Siller & Cohen, our approach to investment planning involves an analysis of your current position in order to establish a baseline of risk and return expectations.

Business Continuity Planning

As the owner or founder of a family business, the inherent planning considerations can be complex and difficult to sort through.

Estate Planning

A solid estate plan can help you attain your estate planning goals and objectives. Start building your estate plan here.

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  •  Supervising Office
    800 Westchester Ave., Suite S-504
    Rye Brook, NY 10573
  • NYC Office
    250 Park Avenue, 7th Floor
    New York, NY 10177
  •   914-305-9050
  •   SillerandCohen@LFG.com

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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia

CIMA stands for Certified Investment Management Analyst. CFP® stands for Certified Financial Planner™.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm

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