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        We Specialize in the Unique Financial Needs of Affluent Clients.

        General Info
        Cooper Financial Services, Inc. has been providing a broad range of financial planning services to individuals and businesses for more than thirty-five years. We have built our practice through a dedication to service that we demonstrate at every level of our relationships. At Cooper Financial Services, Inc., we believe that whether your aspirations are very simple or quite complicated, actually achieving them is never easy. It takes hard work, expert advice, careful planning and a commitment to doing things right over a very long period of time. We have helped hundreds of families just like yours define, create and live their lives through a wealth management process we call "lifetime planning." Your family deserves nothing less. At Cooper Financial Services, we seek to provide professional advice to our clients in various aspects of the financial planning process. It is our goal to educate our clients first and foremost prior to any investment decision that is made. We strive for a long-term relationship with our clients and hope that this relationship can pass through to the next generation. Our services are primarily directed toward a professionally managed account of $250,000 or more and we welcome the opportunity to discuss your individual situation with you. We strongly recommend that we coordinate your plan with your accountant and attorney, thereby forming a team of professionals working on your behalf. This enhances the process and keeps all parties abreast of the changes.
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Services/Products
        Life Planning, Retirement Planning, Estate Planning, Educational Planning, Tax Planning, Qualified Retirement Plan Programs, Intergenerational Planning, Investment Planning/Investment Analysis, Risk Management (Insurance Planning)
        Payment method
        cash
        AKA

        Cooper, Melvin

        Cooper Financial Services

        Cooper Financial Svc

        Cooper Financial Svc Inc

        Cooper Financial Services, Inc.

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        Categories
        Financial Planning Consultants, Financial Planners, Financial Services, Financing Consultants, Investment Advisory Service, Investments, Retirement Planning Services

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        Details

        Phone: (203) 248-1972

        Address: 3190 Whitney Ave Ste 6-2, Hamden, CT 06518