Siller & Cohen—who we are

At Siller & Cohen, our cornerstone belief is that the needs of affluent families are best served by engaging a financial services business with experience across a wide array of planning areas. Our professionals bring a broad range of knowledge to the planning table—including accountants, attorneys, and Certified Investment Management Analysts (CIMA). In addition, we work with well-known law firms and accounting firms across the country, to share ideas and to enhance the quality of the planning that we do for our clients. This type of experience, coordination, and collaboration with other trusted advisors delivers a high level of support for the families we serve.

WE FEEL A COMMITMENT TO OUR COMMUNITY

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Focus on the client

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

How can we help you? We’d love to hear your thoughts.

Contact Us

Office: 914.269.2470
505 Fifth Ave
14th Floor
New York, NY 10017

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