CVA Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Lewis Cohen

Lewis Cohen

Financial Advisor

Vice President
Visit Lewis Cohen's website
Barbara Vargas

Barbara Vargas

CRPC®, APMA®

Private Wealth Advisor

Managing Director
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Team

Toniann Zaprir

Toniann Zaprir

Client Service Associate