 Investment Solutions
Online Investment Services
Monterey Wealth was founded in 2004 by Jay Cohen, CPA whose background includes tax, accounting, finance, investments, and insurance. An important consideration in partnering with Jay is that he is a resident of Sandy Springs and is readily accessible to our clients in our primary markets.
This affiliation allows Signature Bank of Georgia to deliver its business and individual customers a host of services including wealth management, benefits consulting, and succession planning services. Jay is a registered representative of Linsco/Private Ledger (LPL), the nation’s largest broker/dealer serving independent financial advisors.
These days, it seems every financial entity is selling financial services. Our strategy at Signature Bank of Georgia, however, is to provide a full menu of bank products and services while at the same time offering access to a wide array of non-banking services under the same roof. We will be a one-stop financial center focused on enhancing customer relationships with holistic solutions in line with their unique financial goals. These non-banking services and products include:
For individual clients:
- Fee-based money management
- Life insurance
- Mutual funds
- Disability insurance
- Brokerage services
- Long-term care insurance
For business clients:
- Group health insurance
- Group life and disability insurance
- Business continuation insurance
- 401k, Simple IRA, and SEP IRA plans
- Deferred compensation plans
Please note that all products offered through Monterey Financial Partners are not FDIC-insured, are not bank issued securities and are not guaranteed by Signature Bank of Georgia, and they involve investment risk including the possible loss of principal invested. Securities and fee based money management are offered through Linsco/Private Ledger. Linsco/Private Ledger is not affiliated with Signature Bank of Georgia.
Please let us know if we may arrange a meeting to discuss your comprehensive financial needs and goals. You may also call Jay directly at 404-201-2285, or we invite you to click here to visit the Monterey Wealth website.
For more information or to log in, visit Signature Bank of Georgia's online investment services site.
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