FINANCIAL PLANNING
ASSET MANAGEMENT
ESTATE & INSURANCE SOLUTIONS
PERSONAL CONCIERGE

At Stavis & Cohen Financial, we understand the financial considerations that successful families face and recognize the importance of a plan customized to the needs of your family. In offering a menu of services beyond traditional asset management and estate planning to include  financial and personal concierge services, Stavis & Cohen Financial aims to help you achieve your goals and fulfill your dreams.

Our mission at Stavis & Cohen Financial is to provide meaningful, lifelong value to you and your family for now and generations to come.

 

Contact Us

1330 Post Oak Boulevard
Suite 2190
Houston, Texas 77056
(713) 275-7750