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I perform many essential financial services for both the “self investor” and the business professional who recognize the value of an advisor/consultant experienced in securities, banking, and the real estate industries.

You may be an investor who prefers to handle his/her own investments. As your advisor/consultant, I can provide numerous insights and strategies from my years of experience OR

You may be an entrepreneur or business seeking to establish new lending or debt relationships with banks while avoiding costly broker commissions. As your advisor/consultant, I will assist in securing better financing at lower costs.


As your consultant, I perform my duties as would your lawyer, accountant, or counselor, providing you with research, advice, and recommendations in many areas, such as:

  • Review your existing portfolio and suggest how to rebalance or modify your investments.
  • Create a basic financial plan to utilize as a blueprint for your financial investing strategy.
  • Understand your past difficulties with investing and co-create a strategy for success.
  • Act as a sounding-board for your major business and personal financial decisions.
  • Facilitate debt restructuring or refinancing of your business assets or real estate holdings.

I believe that "we all know our own best answers" many of which are clouded or hidden by life's pressures and demands. I welcome the opportunity to evaluate your ideas, make suggestions in areas you may not have considered and also provide technical assistance so that you can make sounder investment decisions.

For consulting services, clients are billed on an hourly rate or project basis. For further information, please contact richard@richardcohn.com.



© 2004 -2013 Richard Jay Cohn, Financial Advisor.
All rights reserved.

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All written content on this Web site is for general information purposes only. Opinions expressed are solely those of Richard J. Cohn, Manager/CEO of Crestmont Advisors, LLC; a Registered Investment Advisor. Material presented is believed to be from reliable sources and we make no representations as to its completeness or accuracy. Any information and ideas presented herein should be discussed with your other professional advisors prior to implementation.