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.
Michael J. Butler
President/Financial Advisor/Insurance
203-287-0944
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.
Floyd Ozeck
Financial Advisor, CPA
203-287-0944
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...
Steven Butler
Vice President/Financial Advisor/Insurance
203-287-0944
Steven is a Financial Advisor with Cooper Financial Services, Inc., a Registered Investment Advisor Firm, and a licensed Registered Representative and Principal of CFS Securities, Inc., an affiliated Broker/Dealer and member of FINRA/SIPC.
Abram Ozeck
Investment Advisor
203-287-0944
Abram Ozeck Is an Investment Advisor of Cooper Financial Services, Inc., Investment Company and Uniformed Securities agent of CFS Securities, Inc., an affiliated Broker/Dealer and member of FINRA/SIPC.
Mike G. Butler
/Life, Accident and Health Insurance Agent/Financial Associate
203-287-0944
m.butler@cooperfinservices.com
Mike is a licensed Insurance agent for life, health, long-term care, employment and divorce disability insurance, end of life, 412(e)(3) plans, and key man. Mike also supports the firm's IT/Cybersecurity department.
Christopher Butler
Life Insurance Agent/Financial Associate
203-287-0944
c.butler@cooperfinservices.com
Christopher is a life insurance industry professional who possesses the licensing and experience needed to offer the best possible service to our customers. His mission is to build customized insurance policies tailored to each client's...
Laura Cofrancesco
Advisor Assistant
203-877-4621
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...
Client Centered
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.