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As Seen in Kiplinger
https://www.kiplinger.com/article/inv...

In life, business, and finance, a lot can happen in 40 years. Stock values rise and fall. Companies come and go. Personal circumstances can change suddenly and dramatically.

For a family-owned financial advisory firm to endure for 40 years, and bring financial peace of mind to hundreds of clients along the way, is a remarkable achievement.

Roger Cowen, founder and president of Cowen Tax Advisory Group, got his start in the financial services industry back in 1978. His wife of nearly 40 years and managing partner of the group, Judith Cowen, became a Certified Long-Term Care Specialist in 1994. In 2011, their son Dylan J. Cowen—a successful retirement advisor and ordained Rabbi—joined the Cowen Tax Advisory Group as head of its Medicare department.

“Whether they need simple account changes or help navigating unexpected events, our clients know they can come to us and we’ll take care of it,” Roger says. “But the way we take care of them—with kindness, patience, and integrity—is what they value most.”

The Cowen family leads a strong advisory team with capabilities that extend to nearly every aspect of financial planning: investments, insurance, retirement income, estate planning, long-term care, Medicare, tax planning and preparation, legal services, and more. As its name suggests, Cowen Tax Advisory Group focuses primarily on tax planning, developing customized plans that maximize retirement income while minimizing clients’ tax liabilities.

To learn more about Cowen Tax Advisory Group and how they can help you with tax and financial planning contact them today at 860-676-1100 or visit them online at CowenTaxGroup.com.

Cowen Tax Advisory Group
Corporate Center West
433 S. Main St., Suite 310
West Hartford, CT 06110
(860) 676-1100

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