1000 Bridgeport Avenue
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Mike Butler is the Chairman and Chief Executive Officer of Cooper Financial Services, Incorporated, a federally Registered Investment Advisory firm, and the President and Principal of CFS Securities, Inc., an affiliated Broker/Dealer.
Financial Advisor, CPA
Floyd Ozeck is a Financial Advisor and CPA with Cooper Financial Services, Inc. Floyd has been providing Financial Planning and Advisory services for over 15 years and is a Certified Public Accountant in Connecticut. Floyd takes a...
Investment Specialist/Financial Associate/Insurance
Abram Ozeck Is an Investment company and uniformed securities agent of CFS Securities, Inc., an affiliated Broker/Dealer and member of FINRA/SIPC.
Financial Associate/Register Representative
Steven Butler is an Investment Specialist with Cooper Financial Services, Inc, a Registered Investment Advisor Firm, and a licensed Registered Representative of CFS Securities, Inc., an affiliated Broker/Dealer and member of FINRA/SIPC...
Advisor Assistant/Regulatory Compliance and IT
Michael provides Financial and Administrative services for our Clients and supports the Firm's Compliance and IT department.
Laura Cofrancesco is a Financial Advisor Assistant and licensed Insurance Producer focused on providing exceptional support and services to our Clients. As a member of our firm for over 13 years, Laura and has established an excellent...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.