Together, our team has over 130 years of experience in the financial industry. From tax preparation and retirement planning to investments and insurance, Cowen Tax Advisory Group provides personalized and attentive service to help you meet your financial goals. With our professional tax preparers, an elder care attorney and advisors specializing in Medicare and other insurance products, Cowen Tax Advisory Group provides clients with a holistic approach to financial planning. Our goal is to grow assets and reduce taxes, helping our clients hold on to the hard-earned money they’ve worked a lifetime to build. At Cowen Tax Advisory Group, we treat our clients like family and are committed to upholding our company values of transparency, honesty, dedication, education and community. Invest Advisory Services are offered through SGL Financial, LLC, a Registered Investment Advisor. Insurance and other financial products are offered separately through individually licensed and appointed insurance agents.
