RYE BROOK, N.Y.--(BUSINESS WIRE)--Randy P. Siller and Jeffrey Cohen, registered representatives of Lincoln Financial Advisors Corp. and co-founders of Siller & Cohen, a premier fee-based family wealth advisory firm with locations in Rye Brook, N.Y. and New York City, recently celebrated the company’s 25th anniversary.
“Twenty-five years is a major milestone for our firm,” said Siller. “Jeff and I have dedicated our professional lives to helping individuals and families feel a sense of security in their financial future and we take great pride in the unique, comprehensive expertise we offer. We thank our team of professionals for their dedication and commitment. But most importantly, we thank our clients for their loyalty over the years.”
Siller and Cohen opened the firm in Tarrytown, N.Y. in 1988. In its infancy, the company consisted of Siller, Cohen, and one additional employee. Over the course of 25 years, Siller & Cohen expanded to its Rye Brook and New York City locations, and has grown to an office of 10 professionals, serving more than 450 clients throughout the tri-state area. The firm specializes in investment planning, financial modeling, wealth transfer and business succession planning.
With more than 33 years in the financial services industry, Siller is a member of the New York State Society of Certified Public Accountants (NYSSCPA) Family Office, Estate Planning, and Art and Athletes Committees, and serves on the board and Finance committee of the Community Health Care Network. Siller earned a bachelor of science degree in accounting with a minor in finance from the University of Connecticut in Storrs, Conn. in 1979. He received his masters in taxation from Pace University in New York City in 1982, and completed the Harvard University’s Financial Leadership program in 2000. Siller is a Certified Public Accountant* (CPA) and a Certified Investment Management Analyst. He holds series 6, 7, 22, 24, 63 and 65 registrations and is licensed in Life and Health insurance.
Cohen has 29 years in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He earned a bachelor in business administration degree from Middle Tennessee State University in Murfreesboro, Tenn. in 1977. He holds series 6, 7, 22, 63 and 65 registrations and is licensed for Life and Health insurance.
Siller & Cohen is located at 800 Westchester Ave., Suite S-504, Rye Brook, N.Y. 10573, and 250 Park Avenue, New York, N.Y. 10017.
*Licensed not practicing on behalf of Lincoln Financial Advisors Corp.
About Lincoln Financial Advisors
Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Lincoln Financial Advisors Corp. is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates. Through its affiliated companies, Lincoln Financial Group (headquartered in the Philadelphia region) offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com. CRN-982586-080514