WHO WE ARE
Meet the Dedicated Team at Butensky & Cohen
The first thing we’d like to share with you is this: We believe that investing is about more than stocks and bonds and mutual funds. And it’s about more than buying and selling. Financial security is mostly about people. It’s about knowing the right people, with the right knowledge, and trusting them to do the right thing as it applies to your financial objectives. The result is a high level of peace-of-mind that lives on in good times and endures when markets are less than stellar.
The second thing you should know up front is this: We are a fee-only, registered investment advisor, managing assets for individuals, corporations and trusts. Fee-only means no markups, no commissions, and no product sales; just personalized, professional service for a predetermined amount, with no worries of ambiguous fees or conflicts of interest.
We have goals too.
The team at Butensky & Cohen creates personalized portfolios consisting of both stocks and bonds, with an emphasis on preservation of capital, as well as providing consultations for financial and estate planning. Combined, we have decades of experience in the financial industry, and a stellar reputation in the community. Our success has always been based on strong, personal and professional relationships. Our goal is to earn your trust and confidence in our ability to satisfy your financial needs for many years to come.
Learn more about how Butensky & Cohen can help you reach your financial goals. Call us today at 800.893.2324 to schedule a private, no obligation meeting. We can meet by phone, in person at our Ponte Vedra Beach office, or video-chat online.
Trust starts with relationships.