Cogavin Accounting Group w Ramsey

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  Christopher Phelan

  :: 23 November 2015 10:38:25

  My wife and I used Rory Cogavin to assess and plan our financial future. We were ecstatic with his level of professionalism during our visits with him. He was very knowledgeable of the intricacies of my (NYPD) pension, 457 plan, Roth IRA, and my wife's 401k plan. He tended to our every question and his replies were very prompt. He offered sound advice, but was not pushy. We were VERY comfortable with him. He pointed out where we were lacking in our financial planning, but was not selling us anything. I totally trust him!!!! I will have a long future with Cogavin Accounting Group! I should also note my wife is a CPA and agreed with everything Rory suggested! It was worth having an outside eye look at our finances. Chris P