Company Information

Get to know Cohen Retirement Corp.

Cohen Retirement Group is a financial services and wealth management firm based in Boca Raton, Florida. The company focuses on providing comprehensive and personalized retirement planning for individuals, families, and businesses. Their mission is to help clients achieve their financial goals through a range of services including wealth management, insurance planning, tax planning, and estate planning. They operate as a member firm of Kestra Financial Partners, with securities and advisory services offered through Kestra's affiliated registered entities, Kestra IS and Kestra AS.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Cohen Retirement Corp.

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.