Stavis & Cohen Financial is Asset Management in United States that focus on business succession planning business. Founded in 2009. They cover business area such as operator, an investment advisory firm, San Ramon, California, retirement and benefit planning, investment management, estate, legacy planning, charitable giving planning, risk, insurance, business succession planning, high-net-worth family, their lifetime, multi-generational goal, individualized guidance, support, all aspect, wealth planning.
2009
( 15 years old in 2024 )
Business Succession Planning
-
1330 Post Oak Boulevard
Suite 2190
Houston, TX 77056
United States
Private
operatoran investment advisory firmSan RamonCaliforniaretirement and benefit planninginvestment managementestatelegacy planningcharitable giving planningriskinsurancebusiness succession planninghigh-net-worth familytheir lifetimemulti-generational goalindividualized guidancesupportall aspectwealth planning
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Stavis & Cohen Financial is Asset Management business from United States that founded in 2009 (15 years old in 2024), Stavis & Cohen Financial business is focusing on Business Succession Planning.
Stavis & Cohen Financial headquarter office and corporate office address is located in 1330 Post Oak Boulevard Suite 2190 Houston, TX 77056 United States.
Stavis & Cohen Financial was founded in United States.
In 2024, Stavis & Cohen Financial is currently focus on business succession planning sector.
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