AeroLeads people directory · profile
Peter B. Cohen Email & Phone Number
Program Manager
at
Doctors Professional Care Group, LLC
1 work email found
@pcplanning.com
3 phones found area 860
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Program Manager
Location
West Simsbury, Connecticut, United States
Company size
Who is Peter B. Cohen? Overview
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Quick answer
Peter B. Cohen is listed as Program Manager at Doctors Professional Care Group, LLC, a company with 1 employees, based in West Simsbury, Connecticut, United States. AeroLeads shows a work email signal at pcplanning.com, phone signal with area code 860, and a matched LinkedIn profile for Peter B. Cohen.
Peter B. Cohen previously worked as Financial Advisory Member at Center For Tax, Strategies & Resources and President & CEO at P.C. Planning & Benefits Inc.. Peter B. Cohen holds Graduate, Bachelor Of Science, Regional And Urban Planning from Ball State University.
Company email context
Email format at Doctors Professional Care Group, LLC
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*@pcplanning.com
68% confidence
AeroLeads found 1 current-domain work email signal for Peter B. Cohen. Compare company email patterns before reaching out.
Profile bio
About Peter B. Cohen
I focus on both personal and business planning by helping people and businesses reduce their taxes, lower expenses, find cost savings, improve cash flow and preserve wealth. I emphasize asset protection, income tax-savings, money risk management and estate planning. My professional expertise includes: asset management, pre and post retirement planning including estate planning and tax minimization. I use several different strategies to help my clients achieve their goals and objectives. For example; I could design a leveraged compensation plan, defined benefit pension plan, or a captive insurance company for asset protection, alternative risk management and increased cash flow. Additionally, I use a team of professional money managers to help achieve stable portfolios, wealth preservation and investments to provide “Income for Life” without risk.. I deliver unique and well researched financial advice and have over 45 years of experience in all aspects of retirement, portfolio management, wealth preservation, business planning, business research, tax-reduction and tax-savings. I can help you with any concern or issue you may have. Regardless of your situation, I am prepared to help you in a personal, professional and dignified manner. Call, message me today or schedule a time for a COMPLIMENTARY FREE initial conversation.Call today for a FREE initial conversation - Peter Cohen ► 860-651-1569 ► peter@pcplanning.comWhen I'm not working I love to ski (I'm a Killington guy), dance, drink coffee & vodka, garden, sail a boat, golf, sit on the beach with a good book and watch my grandson play LaCrosse and in the winter ski freestyle.
Listed skills include Estate Planning, Investments, Iras, 401K, and 39 others.
Current workplace
Peter B. Cohen's current company
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Doctors Professional Care Group, Llc
7 roles · 55 years
Peter B. Cohen work experience
A career timeline built from the work history available for this profile.
Financial Advisory Member
CurrentThe Center for Tax Strategies and Resources (CTSR) is a financial “Think Tank” devoted to helping business owners, professionals and the affluent access alternative investments, advanced tax mitigation and wealth preservation strategies through an esteemed faculty of advisors and a virtual Family Office strategy.Click Here to see the 24/7 Personal.
Apr 2022 - Present
Program Manager
CurrentDoctors Professional Care Group, LLC specializes in providing clinical and pharmaceutical research services, practice management and wealth advisory, including tax reduction and tax savings strategies including retirement planning, estate planning, investments and insurance.
Jan 2016 - Present
President & Ceo
Current
P.C. Planning & Benefits Inc.
PC Planning and Benefits Inc. focuses on personal financial and business planning strategies including conservative investment strategies and wealth preservation with an emphasis on asset protection, tax-reduction and tax-savings. My firm offers several strategies and solutions to help reduce taxes, lower expenses and improve cash flow.
Jun 1985 - Present
Investment Advisor Representative
CurrentPeter B. Cohen offers products and services using the following business names P.C. Planning & Benefits Inc. - insurance and financial services / Ameritas Investment Company Company, LLC (AIC), Member FINRA (www.finra.org)/SIPC(sipc.org) - securities and investments I Ameritas Advisory Services (AAS) -investment advisory services, AIC and AAS are not.
Jul 2010 - Present
Financial Advisor General American And Walnut Street Securities A Wholly Owned Subsidiary Of Metlife
I represented General American Life and Walnut Street Securities concurrently as an Investment Advisor Representative and focused on estate planning, and deferred compensation strategies for executives, business owners and professionals.
1992 - 2006
~14 yrs
Financial Representative
Home Life Of N.Y. And Physicians Planning Service Corp.
I was a field service representative of Physicians Planning Service Corp., of Connecticut. In this capacity I served as an advisor and consultant for members of the National Association of Residents and Interns and The American Professional Practice Association. Generally speaking, i helped doctors with Going-into-Practice loans, medical/dental building.
1971 - 1985
~14 yrs
4 education records
Peter B. Cohen education
Graduate, Bachelor Of Science, Regional And Urban Planning
Ball State University
Mba Candidate
Indiana University - Kelley School Of Business
Education record
Conard High School
Summer 1967, Independent Studies English And Advanced Composition
University Of Hartford
FAQ
Frequently asked questions about Peter B. Cohen
Quick answers generated from the profile data available on this page.
What company does Peter B. Cohen work for?
Peter B. Cohen works for Doctors Professional Care Group, LLC.
What is Peter B. Cohen's role at Doctors Professional Care Group, LLC?
Peter B. Cohen is listed as Program Manager at Doctors Professional Care Group, LLC.
What is Peter B. Cohen's email address?
AeroLeads has found 1 work email signal at @pcplanning.com for Peter B. Cohen at Doctors Professional Care Group, LLC.
What is Peter B. Cohen's phone number?
AeroLeads has found 3 phone signal(s) with area code 860 for Peter B. Cohen at Doctors Professional Care Group, LLC.
Where is Peter B. Cohen based?
Peter B. Cohen is based in West Simsbury, Connecticut, United States while working with Doctors Professional Care Group, LLC.
What companies has Peter B. Cohen worked for?
Peter B. Cohen has worked for Doctors Professional Care Group, Llc, Center For Tax, Strategies & Resources, P.C. Planning & Benefits Inc., Ameritas Investment Partners, and Metlife.
How can I contact Peter B. Cohen?
You can use AeroLeads to view verified contact signals for Peter B. Cohen at Doctors Professional Care Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Peter B. Cohen attend?
Peter B. Cohen holds Graduate, Bachelor Of Science, Regional And Urban Planning from Ball State University.
What skills is Peter B. Cohen known for?
Peter B. Cohen is listed with skills including Estate Planning, Investments, Iras, 401K, Pensions, Life Insurance, Finance, and Mutual Funds.
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