Advantages
1
Tailored Plans
At Cohen Enterprise, we understand that every client is unique. That's why we create personalized wealth management plans to suit your individual needs.
2
Expert Guidance
Our advisors have a wealth of experience and expertise in navigating the financial landscape. Trust us to provide you with expert guidance every step of the way.
3
Local Knowledge
With a focus on the New Orleans market, we have a deep understanding of the local economy and can help you make informed decisions about your investments.
TRUSTED SERVICE
Choose Cohen Enterprise for trusted and reliable wealth management services. Our experienced team will guide you towards financial success.
OUR SERVICES
Financial Planning
Our comprehensive financial planning services are tailored to your unique needs, helping you reach your financial goals.
Investment Management
Let us help you maximize your investment portfolio with our expert guidance and knowledge of the New Orleans market.
Retirement Planning
Secure your financial future with our retirement planning services. We'll help you plan for a comfortable and worry-free retirement.
Estate Planning
Ensure that your assets are protected and passed down to your loved ones with our comprehensive estate planning services.
Make Your Financial Dreams a Reality
At Cohen Enterprise, we understand the importance of smart wealth management and are dedicated to helping our clients achieve their financial goals. Our experienced advisors can guide you through the ever-changing financial landscape, providing you with personalized solutions tailored to your unique needs. From growing your assets to protecting them, we have the expertise and resources to help you every step of the way.
OUR PRICES
Basic Wealth Management Package
- Our entry-level wealth management package is designed for those just starting their financial journey. Get personalized guidance from our advisors on budgeting, saving, and investing for a flat rate of just $100 per session.
- Includes access to our financial resources and insights to help you stay informed and make informed decisions about your financial future.
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$100
Intermediate Wealth Management Package
- For those looking to take their financial journey to the next level, our intermediate wealth management package is the perfect option. With this package, you will receive personalized advice on maximizing your investments, planning for retirement, and more for just $120 per session.
- Includes all the benefits of our basic package, plus additional insights and resources specific to the New Orleans market.
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$120
Comprehensive Wealth Management Package
- Our comprehensive package covers all aspects of wealth management and is ideal for those with significant assets and complex financial needs. For just $150 per session, our advisors can help you achieve sustainable long-term growth and protection of your assets.
- Includes all the benefits of our intermediate package, as well as access to exclusive financial tools and resources.
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$150
Custom Wealth Management Package
- At Cohen Enterprise, we understand that every individual's financial needs are unique. That's why we offer customizable wealth management packages starting at $200 per session. Our skilled advisors will work with you to create a personalized plan that aligns with your goals and lifestyle.
- Includes all the features of our comprehensive package, along with tailored solutions and ongoing support from our team.