Personalized Financial Planning

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At Cooper Financial Services, financial planning is at the heart of what we do. Our approach is personalized and comprehensive, tailored to fit your unique goals and adapt as your life changes. We guide you through every stage with our “lifetime planning” methodology, ensuring a secure and confident financial future.

Planning for Your Secure Future

Our Approach

Our client-first philosophy drives everything we do. We focus on understanding your goals and providing transparent, customized strategies. By integrating innovative thinking with proven principles, we build lasting relationships based on trust and clarity.

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Benefits of Our Financial Planning

  • Customized Strategies: Plans tailored to your unique financial goals.
  • Comprehensive Guidance: Holistic advice covering all aspects of your finances.
  • Clarity and Confidence: A clear path to achieving your financial aspirations.
  • Ongoing Support: Lifelong planning that evolves with you.
  • Peace of Mind: Expert guidance every step of the way
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Services

  • Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
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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