James Nathan Perry,  CFP<sup>&reg;</sup> - Financial Advisor

James Nathan Perry, CFP®

Cohen Investment Advisors

264 South River Road, Suite 414
Bedford, NH 03110
FINANCIAL ADVISOR'S WEBSITE
(603) 232-8350

General

James Perry is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Cohen Investment Advisors in Bedford, NH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Irregular Income, Getting Married, Mutual Funds, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Starting a Family, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs

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