Marko Cohen
Head of Client Services | Financial Advisor at Wooster Square Advisors
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Walking into the office this morning and stopped by AdvanceCT to listen to Daniel O'Keefe, Commissioner of the Connecticut Department of Economic and Community Development, speak about the exciting #economic landscape of Connecticut. As a financial advisor who loves working with #Manufacturing business owners in Connecticut, and a CT Manufacturing Ambassador, it is a passion of mine to stay up to date on industry trends and current events within Connecticut. John Bourdeaux, Paul S. Lavoie, ManufactureCT, Wooster Square Advisors LLC, #BusinessOwners, #WealthManagement, #ThoughtLeadership
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Isabelle Bressman
Marketing Manager at The Nonprofit Plug
3h
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i am interested to hear more about some current industry trends and what you see moving forward for the CT’s eco landscape!
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Maksym Cohen
Actively Seeking New Opportunities
2h
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Great work Marko! Your clients are in good hands. Keep up the wonderful work!
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Marcus De Vito, JD MBA LL.M
Partner | Wealth Manager
3h
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I am sure you learned some valuable insight that you can bring back to your clients! Marko Cohen
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Marko Cohen
Head of Client Services | Financial Advisor at Wooster Square Advisors
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Hamden Regional Chamber of Commerce Annual Hamden Fest! This event brings local businesses and community leaders together for a fantastic day on the Green!Hamden Regional Chamber of Commerce, Isabelle Bressman, #Networking #BusinessOwners #ChamberOfCommerce
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Marko Cohen
Head of Client Services | Financial Advisor at Wooster Square Advisors
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Marko Cohen
Head of Client Services | Financial Advisor at Wooster Square Advisors
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Greater New Haven Chamber of Commerce Small Business Council Luncheon presented by Avangrid. The presentation dove into valuable #energy efficiency opportunities tailored for #businesses in our #community.#Wealth #Management is more than just investment management! Wooster Square Advisors LLC, Brett Amendola, Marcus De Vito, JD MBA LL.M, Kobéy Smith, M.B.A., Mackenzie Vinci, Tameika G Miller, Glenn Archer
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Marko Cohen
Head of Client Services | Financial Advisor at Wooster Square Advisors
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During the month of May there's a lot of media attention on 529 college savings plans, stemming from National #College #Savings Day a.k.a. 529 Day on May 29'th. 529 college savings programs can be your entry into an #investment stream, in the form of contributions from grandparents, family and parents to a child's education. If you have questions on the intricacies of 529 plans, what better month to reach out than May, a month dedicated to college savings! #collegeplanning #investing #savings #planningforsuccess #wealthmanagement #estateplanningWooster Square Advisors LLC
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Marko Cohen
Head of Client Services | Financial Advisor at Wooster Square Advisors
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Marko Cohen
Head of Client Services | Financial Advisor at Wooster Square Advisors
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💡 Financial Literacy Month- Estate Planning💡Let's take a deeper look into estate planning—a crucial, and often overlooked step in securing your family's #future. From asset protection to legacy preservation, estate planning offers peace of mind and ensures your wishes are honored. Let's explore how to tailor a plan that protects your legacy!#FinancialLiteracy #EstatePlanning
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