Broker Check

ALWAYS LOOKING FORWARD AND PLANNING AHEAD

Coronavirus (Covid-19) Impact

It's our priority to ensure we are meeting the commitments made to our clients regardless of what’s happening around us. While Siller & Cohen has been working remotely since March 9th, we are fully operational and proactively working to help our clients through these stressful times. Click below for additional resources regarding market volatility, the newly implemented CARES Act, updates from our team and more!

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Investments

How will your investments perform during the next recession?

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Estate Planning

Will your desired heirs receive as much as they should? If not, who will? 

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Business Continuity Planning

You've spent your life building your business. What will you get back? 

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Executive Planning

Are you making the best use of your benefits package (options, awards, etc.)? 

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“Someone’s sitting in the shade today because someone planted a tree a long time ago.” 

~Warren Buffett 

Our Process

We create strategies that are tailored to your needs and goals.

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Our Plan

Years of experience have prepared us to guide you through your life transitions.

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Our Focus

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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