JCohen Financial
33 Blair Park Road, Williston, Vermont, United States
About the JCohen Financial
JCohen Financial is a reputable insurance agency located at 33 Blair Park Road in Williston, Vermont. Our team of experienced professionals is dedicated to providing top-notch insurance solutions for individuals and businesses alike. With a focus on personalized service and competitive rates, we strive to ensure our clients have peace of mind when it comes to protecting their assets. Whether you are in need of auto, home, life, or commercial insurance, JCohen Financial is here to help. Contact us today to learn more about how we can assist you with all of your insurance needs.
Photos of JCohen Financial
33 Blair Park Rd STE 103, Williston, VT 05495, United States
Opening hours of JCohen Financial
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of JCohen Financial
"I have known and respected Jim for a couple of years and one day Jim let me know about Life and Disability Insurance that employers can provide very cost effectively for their employees. As a small business owner I am always looking for ways to support and improve our employees’ lives. Jim provided me several quotes from different insurance companies and explained the differences in price to me as well as in usage for my employees. I was able to choose the right Group Life and Disability Policy for my business and my employees. Jim came to our shop to explain to our employees what they were getting as a benefit and how and when they would use the Insurance. I appreciate all the care and consideration I know Jim provides all his clients because it is a core part of who he is as a person. Thank you Jim!"
"I met Jim a few years ago through a networking group we were both member's of. I began to learn more about his business after a few one on one conversations, and quickly realized how knowledgeable he was. New to my career, and considering several life changes such as buying a home, and planning a successful investment portfolio and retirement strategy, the timing could not have been more perfect to be receiving guidance from such a knowledgeable person in the field. Jim earned my trust big time by guiding me and coaching me through a scenario that I had found myself in with another financial advisor. He listened intently and recognized that I may have gotten into something that wasn't designed to perform the way I had thought. I truly don't think Jim was expecting to earn a new client (me) by doing this, he simply wanted to help me understand and educate me as much as possible, regardless of whether I was working with him or not. He spent hours researching on his own time and tapping into his resources, and invested several additional hours hours with me meeting to explain, inform, and discuss what he had discovered. I had never felt that someone had my best interest in mind more than when Jim worked with me purely out of kindness of his heart. I could not be more grateful for this. A couple of years have passed since my initial introduction, and Jim is officially my go-to for all things financial. He is genuinely interested in who I am as a person and what matters to my family and I. He wants to understand my goals, for both the near and far term. And I have always appreciated his consistent communication, even if just to say hello (or leave a Happy Birthday voice message!), and the effort on his part to connect and ensure he is continuing to educate me about opportunities that could be a benefit to my family and I. I am lucky to have Jim as my advisor, but more importantly, as an advocate and a friend. I could not hold Jim in a higher regard, and I look forward to continuing to work with him as my financial and family life evolves over the years to come."
"I've worked with Jim for over 12 years now for all of my life insurance and investment needs! His advice and direction is always spot on and he is quick to help whenever I have a question or a life change happens! I highly recommend him for all of your insurance and investment needs!"
"Jim Cohen at NY Life has been our family agent for many years. He has been there to help with investments and life insurance plans as our family grew and our needs changed. Jim has been reliable, honest and trustworthy. I highly recommend meeting with Jim Cohen for any of your financial/insurance/retirement planning needs."
"A TRUE ADVOCATE. My husband and I decided to work with Jim to switch our Life Insurance to NY Life. Jim advocated for us every step of the way and made sure we got the best rating possible. He also went above and beyond in ensuring that we got the appropriate refund from our previous carrier. More than that, he is a truly interested, caring individual who takes the time to really get to know you and your needs. I recommend him to everyone!"
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