Testimonials
Below are some testimonials from our satisfied clients:
Aaron and Frayda Galvin
"Richard and Donald have positioned us to feel more in control of our financial plan," Frayda said. "They have helped us to understand the logic behind certain strategies that we have implemented, and we are looking forward to reaping the rewards of their guidance in the near future.
Anthony Williams, Esq
During the last several years the relationship has further expanded. Throughout all of the work that he has done for clients, colleagues and myself, he has demonstrated a superior ability to understand individuals' insurance needs and recommend the most suitable policies. He is definitely one of the most knowledgeable insurance professional whom I have met, and his research and execution make him an invaluable resource.
Dr. Stanley Smith
"Over the years, Don has shown that he genuinely cares about me," Smith said. "With Richard Newman, he continues to offer me great advice on a regular basis. His counsel has helped me to avoid and mitigate any detrimental effects on our finances caused by the downturn in the economy and today's bear market."
Irving Gerstein
Newman + Cohen Financial Management is helping me to make the smartest and most effective decisions about my finances. Richard and Don have also met with my daughter to discuss the transition of investments and other assets that I plan to pass on to her. In addition, I've introduced Richard and Don to my attorney, who is very highly regarded for his work in estates, probate and other financial matters, and he was so impressed with them that he has already referred several clients to them.
Last year, Richard and Don helped me to avoid losses due to the downturn in the economy. Their innovative strategies and sound judgment have successfully guided me through the minefield of today's economic climate, and I am very grateful for their guidance.
Dr. Paul Swaye
"The relationship evolved beyond accounting services because of Don's insight into investment strategies and the financial marketplace," Swaye said. "During the ensuing years, I never made a significant financial decision without first seeking and obtaining Don's input."
"I am extremely pleased with the insight and advice that I have received from Don during the last 17 years, and I look forward to continuing to work with him and Richard in the future."
Dr. Paul Fass
"My wife and I have made significant changes to our overall financial, estate and retirement plans based on Don and Richard's advice," Fass said. "We've found Don to be very insightful and innovative with his financial recommendations, and he's been extremely thorough and responsive to our questions. Now that he's working with Richard Newman, we are very pleased to have two extremely knowledgeable and trustworthy professionals as our financial managers."
Ed and Rita Greiner
We've been very happy with our decision. The initial changes that we made based on his suggestions proved to be very fruitful. In addition, we have switched our investment strategies under Richard and Donald Cohen's guidance and began working with a money manager instead of a stockbroker. This change has also been very beneficial for us, and we now rely on Richard and Donald for practically every aspect of our financial-management needs.
We've been so pleased with Richard and Donald's counsel that we have referred several friends to them whom we knew could benefit from their services. Most of these individuals have decided to work with Newman + Cohen.
Franklin Leibow
We believe that we're more than just Richard and Don's clients: We're friends. Thanks to Newman + Cohen, our family now feels comfortable knowing our wealth is protected and our financial future is secure.
