Forbes Insurance
Gary Forbes
Independent insurance agency representing many fine insurance carriers for business, personal, life and health insurance.
UBS Wealth Management
Alan Cohen,CFP
Senior Vice Pres-Wealth Managememt
Alan Cohen has more than 25 years of experience in providing financial advice. He joined Shearson Lehman Brothers in 1986. Mr Cohen ,Senior Vice President-Wealth Management,is a Senior Portfolio Mgr and has earned the firm’s Wealth Advisor designation. Mr Cohen earned the CFP (certified financial planner ) designation in 1998. An extensive program for adviors who have high proficiency in areas including estate planning,retirement,education,insurance as well as investment planning. Experienced in all areas of financial plans;including retirement and college planning.
