Serving the Upstate Over 33 Years

Taking worry out of retirement.

About Us

Cohen Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. 

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. 

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. 

When choosing a financial advisor,
two qualities are non-negotiable:
Experience & Trust

Michael S. Cohen

Michael S. Cohen, founder and Professional Advisor of Cohen Financial Group, has over thirty three years of experience as a safe money advisor. During this time, Michael has attained superior knowledge of the financial industry which has proven to be a powerful asset to each of his clients. Even greater, Michael has acquired vast experience from helping a diverse client base navigate through many different, financial scenarios. When it comes to experience and knowledge, Michael S. Cohen exceeds all expectations!

Experience and Trust

When it comes to receiving advice about your hard, earned money, having someone you can trust is paramount. Cohen Financial Group seeks to provide our new clients with transparency concerning who we are in regards to our ethics and integrity.  This is why Michael S. Cohen is a member of the National Ethics Association. The NEA differs from the Better Business Bureau, in that, it tracks the history of the individual rather than the current name of the organization. For more information go to https://www.ethics.net/

Meet the Team

Judean Cohen 

Office Manager

Anthony Shetley


Angela Ivester

Client Experience Specialist

Jean Carson 

Operations Administrator

Wanda Scott

Human Resources

Lindsay Lovell 

Administrative Assistant