Meet Bob Cowan
At Cowan Tax & Financial Services, I believe a teamwork approach adds a broader perspective to all I do and provides increased benefits to my clients.
I can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
I also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
I have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.
Bob Cowan
Financial Advisor
(412) 271-2750
I have been working with individuals and businesses for over 30 years as a tax professional enrolled to practice before the Internal Revenue Service and 30 years as a registered representative and financial consultant.
I am dedicated to developing lasting relationships with all our clients. I believe in helping you assess your financial goals and participate in the management of your finances as well as assisting in all tax filing and compliance matters with taxing authorities.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.
I am looking forward to using my experience to help you pursue your financial goals or resolve issues pertaining to tax planning and filing.