Cohonesto Financial

INVESTMENT PHILOSOPHY Our investment approach focuses on delivering long-term results for clients, while helping minimize both volatility and investment costs. Our experienced team identifies strategies designed to help clients achieve retirement income, education funding, and ongoing lifestyle goals while maintaining an appropriate mix of investments. We offer a streamlined, straight-forward planning process customized to each client's highest financial priorities and tolerance for risk. Clients will meet with a CERTIFIED FINANCIAL PLANNER™ periodically (we recommend annually) to review their accounts and make any necessary adjustments.

Address: 15950 North Dallas Parkway, Suite 400, Dallas, TX 75248, USA

Phone: +1 972 213 0040
FAX: +1 972 361 8462