About Cooper Financial Services

Comprehensive Financial Planning in Shelton, CT and Beyond

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Established in 1985 by Melvin Cooper in Hamden, CT, Cooper Financial Services quickly became a beacon of comprehensive financial planning. Melvin’s embrace of the “total planning” concept and his Certified Financial Planner™ designation laid the groundwork for a firm deeply committed to a holistic and client-first approach. Since its inception as a Registered Investment Advisory (RIA) firm, Cooper Financial Services has remained dedicated to providing personalized and fiduciary-driven services.


With Michael Butler at the helm, the firm has seamlessly blended its rich heritage with a modern approach to financial planning. Michael introduced innovative strategies that align with today’s complex financial landscape while continuing to uphold the client-first values that have been at our core since day one.



With a legacy rooted in integrity and a vision for unmatched service, Cooper Financial Services is a partner in planning secure and prosperous financial futures.

Providing Personalized, Fiduciary-Driven Financial Services

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Individuals & Families We've Helped

Our Mission

Our mission is to empower clients to confidently achieve their financial goals and build a legacy of prosperity, fostering a future where everyone feels secure and in control of their financial journey. Our client-first philosophy and dedication have allowed us to build relationships that span generations. Our mission is to help create financial plans and solutions that meet the objectives of generations to come: grandparents, parents, children, and grandchildren, providing each with the clarity, trust, and personalized strategies they need to secure their financial futures. 

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Our Vision

Today, Cooper Financial Services stands as a symbol of trust and excellence in wealth management. As we look to the future, our vision is clear: to be the most transparent and service-focused firm in the industry. We are committed to evolving and growing, always guided by the principles of integrity, client care, and a steadfast dedication to helping our clients achieve their financial goals. We aim to transform the financial planning experience, offering unparalleled clarity, personalized strategies, and a lifelong commitment to our clients’ success. 

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At Cooper Financial Services, we’re part of the community and we believe part of our job is to give back. We’re a proud sponsor of the Southern Connecticut State University Rugby team, Amity Regional High School sports programs, and the JCC of New Haven’s youth sports programs.

Cooper Financial In the Community

At Cooper Financial Services, our success is measured by the trust and confidence our clients place in us.

What Our Clients Say

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"As a Cooper Financial Services client for over 25 years, I have benefited enormously from the team's expert investment knowledge and tools. My portfolio performance has exceeded my expectations under all market conditions over those years. Cooper Financial Services understands my needs, is flexible, collaborative with all decisions and offers me peace of mind year in and year out. I have recommended Cooper Financial to my family and friends with utmost confidence."

Pat

FL

"We have been at Cooper Financial for 30 years and consider the firm part of our family. The entire team are absolutely the best and their advice over the years has allowed us to retire comfortably as planned. Cooper Financial has always been rock solid in their guidance through all the market ups and downs. Our routine calls with our advisor and the team are always informative and enjoyable and we are eternally grateful to everyone for their help during our journey."

Mark

MA

"My husband and I were recommended to Cooper Financial Services by close friends who are satisfied longstanding clients. The team has been great to work with. They have been kind and patient in explaining good plans for us at this stage of our lives, respecting our preferences in investment areas, and our risk tolerances. We also encouraged our daughter and her husband to begin working with them to organize a sound plan for their own financial future, and I can't think of a more meaningful recommendation than that."

Gail and Michael

CT

"About 15 years ago a friend suggested we call Cooper Financial Services after we had expressed concerns about our finances and investments. I'm happy to say that we've been working with the team since then. Initially they helped us simplify and re-align our portfolio after carefully analyzing our needs and concerns. This included help with 401ks, IRAs, and pensions, among other investment types. After a short while, due to health reasons, I had to retire earlier than expected. Our advisor gave us the tools and confidence to seamlessly make this major transition. Cooper Financial Services is always available to meet in person, online, or over the phone and they make sure all our concerns are addressed."

Andy

CT

"Over many years, one of my biggest concerns was if I would be able to afford to retire comfortably at a certain age. With the team’s financial guidance, I was easily able to retire sooner than originally planned. Cooper Financial continues to monitor my funds and eases my concerns so that I can continue to enjoy retirement and not stress about it."

Barbara

CT

"My advisor and the team at Cooper Financial Services are very knowledgeable, friendly, and trustworthy. I have been a client for many years and my money has flourished under their guidance. I have recommended friends and family to them, and it has always been a positive experience."

Elaine

CT