Company Information

Get to know Coho Financial Group

Coho Financial Group is an independent, fee-only financial planning and wealth management firm registered as an Investment Adviser. They operate under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm was founded to provide personalized guidance and clarity for individuals and families navigating their financial futures. Their core services include comprehensive financial planning, investment management, retirement planning, and insurance services, aiming to help clients achieve their long-term financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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Coho Financial Group

United States

Founded in

N/A

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

Company hasn't provided information.

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.