Cowen Tax Advisory Group

Financial Planning Services You Can Count On In Windsor, CT

The highly skilled and experienced team of financial experts here at Cowen Tax Advisory Group has been providing our clients in the Windsor area with top-rated financial and consulting services. Our professional team fully understands the importance of making the most of your money which is why we take pride in providing effective financial services to all our Windsor clients including:

Retirement Planning

Life Insurance Decisions

Tax Preparation Work

Asset Management Needs

401K Rollover Assistance

Investment Management

Legal Services

Here at Cowen Tax Advisory Group, we are proud of our top-rated team of attorneys, financial experts, retirement consultants, and Medicare and insurance specialists who stand ready to meet all your financial needs. Our team is available to field client questions, discuss the fears and concerns of our Windsor clients, and provide important decision-making assistance to those Windsor clients with regard to their overall financial goals and wellbeing.

Our Services

INVESTMENTS

The right investment strategy helps clients to minimize risk while maximizing profit.

INSURANCE

Understanding and choosing appropriate insurances can be a challenge for many people. That’s where our team of professionals comes in.

TAXES

Our team of highly experienced tax planners are on hand to help with important tax strategies.

RETIREMENT

Planning for your retirement years can be confusing, difficult, and even stressful. Let the skilled professionals here at Cowen Tax Advisory Group help!


Who Are We?

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Our expert team offers all our Windsor clients support, expertise, and know-how needed to comprehend the broad spectrum of financial, retirement, legal, and insurance services we provide. Our professionals here at Cowen Tax Advisory Group strive to help our Windsor clients experience the highest level of success in an ever-changing business and financial world.  We provide our Windsor clients with a wide range of value-added financial and consulting services they need to build upon their long-term financial planning and strategies to achieve their individual financial goals.

Take Control of Your Financial Future

It is important that every individual take control of their personal financial futures. In an ever-changing financial world, it is especially important for our Windsor clients to plan and manage their own financial future and successes.  Here at Cowen Tax Advisory Group, our experts know full well the significant role individual planning plays in achieving your financial goals. With that said, our experts give focus to creating and designing customized financial strategies for all our Windsor clients in our efforts and commitment to help them achieve their long-term financial goals and objectives.  Reach out to one of our staff today to learn more about our award-winning financial services and to schedule a free consultation today!

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