AeroLeads people directory · profile
Isaac Cohen Email & Phone Number
Co-Owner
at
Bedrock Brands Inc.
2 work emails found
@bedrockwealthstrategies.com
9 phones found area 917, 305, 347, 718, 631, and 203
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Owner
Location
New York City Metropolitan Area, United States
Who is Isaac Cohen? Overview
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Quick answer
Isaac Cohen is listed as Co-Owner at Bedrock Brands Inc., based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at bedrockwealthstrategies.com, phone signal with area code 917, 305, 347, 718, 631, 203, and a matched LinkedIn profile for Isaac Cohen.
Isaac Cohen previously worked as CEO & Founder - Business Consultanting Services at Bedrock Infrastructure Solutions and Financial Advisor of Park Avenue Securities at Financial Representative Of Forest Hills Financial Group. Isaac Cohen studied at Saint John'S University.
Company email context
Email format at Bedrock Brands Inc.
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{first_initial}{last}@bedrockwealthstrategies.com
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AeroLeads found 2 current-domain work email signals for Isaac Cohen. Compare company email patterns before reaching out.
Profile bio
About Isaac Cohen
With the support of a team of client focused experts, I help business owners better unlock the wealth help within their businesses, improve work/life balance, build a business that can be more easily transitioned to new leadership, help improve the attractiveness of the business, and make it a “sale-ready” business using values acceleration methodology and strong tax planning.How we do it: We support our clients in 4 main areas-- business planning, business financial planning, tax planning, and business succession/exit planning.Why We’re different: Over the last 17 years I’ve helped create, build, enhance, and sell businesses. We help High-Net-Worth entrepreneurial families crystallize their tailor planning for all stages of life both the business and owners are in. Why it works: Our consulting practice is designed to support the needs of our clients. I tailor solutions to focus on current needs and future vision. We support your goals from design to execution. Our planning practice is designed to optimize your businesses potential for growth and/or a transition. Whether you’re looking for transformation or transition, we are able to help. With time and proper planning, tax mitigation, wealth accumulation, and wealth transition are possible. Unlocking your businesses value is an optimal way to do so. Our business planning practice helps owners and highly valued executives plan their next steps with confidence.Imagine This: Being a business owner, entrepreneur, or HNW family can be challenging but, it doesn't have to be. It is my life’s passion to simplify financial matters. First, I understand what is most important to you, how it impacts your finances, and define steps to maximize your wealth, including an assessment of your business(es).Even well-established, successful businesses benefit from an analysis. My goal is to give you back YOUR time, and to make your business more efficient, affective for you, and attractive to sell. Most business owners have 80% of their net worth tied up in the businesses. Shockingly, 80% of businesses never sell. That means that owners are losing a so much $$$. The structured value acceleration process can provide significant growth, manageable timelines, and lead to more potential sale.
Listed skills include Investments, Finance, Wealth Management, Financial Planning, and 25 others.
Current workplace
Isaac Cohen's current company
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6 roles · 19 years
Isaac Cohen work experience
A career timeline built from the work history available for this profile.
Ceo & Founder - Business Consultanting Services
CurrentOur mission is to provide confidence, peace of mind and financial security through exemplary personal care. Offering the highest quality client service, personalized strategies, investments, and insurance, we strive to exceed expectations. Thinking only of our clients’ best interest, we maintain the highest level of loyalty and integrity, earning our clients’ trust and respect. All this to satisfy our overriding purpose: to be a trusted resource for the financial well-being of the people we serve.A SOLID PLAN IS A SOLID FUTURE.A well thought out financial plan opens up life’s very possibilities. From securing your every-day needs to making your education, growth, and enjoyment possible, a solid plan offers stability and opportunity. As your financial advisors, we help you build a rock-solid plan for your finances.By exploring situations you haven’t considered, we delve deep into your financial plan. We crystallize your goals and aspirations and then work together to make them a reality. The prime goal; to be doing what you enjoy, supporting the people you love most, focusing on your business and leaving a legacy that inspires warm memories and gratitude.I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Domiciled in NY, CA Insurance Lic# 0I10193 Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. (www.sipc.org) Bedrock Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484. Phone 203 513 6000.
Nov 2017 - Present
Co-Owner
Current
Bedrock Brands Inc.
Business Consulting
Jan 2017 - Present
Financial Advisor Of Park Avenue Securities
Financial Representative Of Forest Hills Financial Group
My practice is focused on helping individuals and businesses achieve their financial goals and address their most important concerns. I focus on helping clients attain wealth, protect wealth, and plan for their futures. Through my relationships with other industry specialists I am able to address financial planning in a comprehensive manner. I consult with my clients on organize their finances, protect what they hold most dear to them, and encourage them to grow wealth through proper saving and intelligent investing.
Aug 2013 - Oct 2017
Financial Advisor, Retirement Planning Specialist
Provided financial planning, investment and insurance advice primarily to attorney's, senior level management at financial institutions and senior sales executives at Fortune 500 Telecommunications companies.
2008 - Aug 2013
91W- Combat Medic
May 2002 - May 2005
5 education records
Isaac Cohen education
Education record
Saint John'S University
Asset Allocation And Wealth Management Strategies
Harvard University
Education record
Midwood H.S.
Education record
Strategic Coach
Retirement Planning Specialist
University Of Pennsylvania - The Wharton School
FAQ
Frequently asked questions about Isaac Cohen
Quick answers generated from the profile data available on this page.
What company does Isaac Cohen work for?
Isaac Cohen works for Bedrock Brands Inc..
What is Isaac Cohen's role at Bedrock Brands Inc.?
Isaac Cohen is listed as Co-Owner at Bedrock Brands Inc..
What is Isaac Cohen's email address?
AeroLeads has found 2 work email signals at @bedrockwealthstrategies.com for Isaac Cohen at Bedrock Brands Inc..
What is Isaac Cohen's phone number?
AeroLeads has found 9 phone signal(s) with area code 917, 305, 347, 718, 631, 203 for Isaac Cohen at Bedrock Brands Inc..
Where is Isaac Cohen based?
Isaac Cohen is based in New York City Metropolitan Area, United States while working with Bedrock Brands Inc..
What companies has Isaac Cohen worked for?
Isaac Cohen has worked for Bedrock Brands Inc., Bedrock Infrastructure Solutions, Financial Representative Of Forest Hills Financial Group, Axa Advisors, Llc, and Us Army.
How can I contact Isaac Cohen?
You can use AeroLeads to view verified contact signals for Isaac Cohen at Bedrock Brands Inc., including work email, phone, and LinkedIn data when available.
What schools did Isaac Cohen attend?
Isaac Cohen studied at Saint John'S University.
What skills is Isaac Cohen known for?
Isaac Cohen is listed with skills including Investments, Finance, Wealth Management, Financial Planning, Securities, Asset Management, Retirement Planning, and Financial Services.
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