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Financial Planning

Retirement planning
Individualized financial planning service

At Heritage Financial Planning, you won’t have to worry about dealing with a large corporation. Edward Cohen, MBA, CFP®, dedicates his time to providing you with quality service.

Edward Cohen will assist you with investment management, retirement planning, and more. Read on to know the full list of financial planning services.


Estate planning
Comprehensive financial planning
  • Investment management
  • Estate planning
  • Retirement planning
  • Insurance planning
  • Asset protection
  • College planning
  • Elder care

Get trusted, personalized service for all your financial planning needs

Call now to schedule an appointment