Carolyn Lloyd-Cohen LLC

When you work with us, at Carolyn Lloyd-Cohen LLC, you will find a personalized approach to wealth management, because the entire process revolves around you. That means meticulous financial planning designed expressly for you every step of the way. We start by listening closely, as we help you examine your life and articulate your goals, values, and aspirations: Our touchstones in designing your comprehensive plan. And we bring order and clarity to the planning process, working to balance all of your assets—personal and business—to best support your lifestyle choices. It’s a process designed for better control of your financial future, and with control comes confidence. That’s why our client relationships span generations: We invest in our clients, before we invest for them.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Preferred Pensions LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be
delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.
For additional information, please contact the Kestra IS Compliance
department at 512-697-6000.
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