Broker Check

A Dedicated Team Working For You

Siller and Cohen is a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies.

Registered associates are registered representatives of Lincoln Financial Advisors, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation helps provide depth, stability and significant resources to our clients.

Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.

We believe in the Lincoln Financial Advisors philosophy of Service - First, Last and Always. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.

Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the qualities of the "Serve First" philosophy. And these are the commitments we make to each of our clients.

If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you'll be glad you did.

Suggested Content

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
Learn More

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Learn More

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Learn More