Cooper Financial Services

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

3190 Whitney Ave Ste 2, Hamden, Connecti...

Phone Number

(203) 248-1972

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Cooper Financial Services

Cooper Financial Services specializes in providing tailored financial strategies for individuals and families at every life stage. Their comprehensive suite of services includes personalized financial planning, active investment management, retirement planning, estate planning, tax optimization, and more. With a commitment to transparency and client success, they empower clients to achieve their financial goals with clarity and confidence. Serving clients in Connecticut and throughout the U.S., Cooper Financial Services has built a reputation for industry expertise and innovative strategies.Explore more
Cooper Financial Services's Social MediaPopular SearchesCooper Financial Services IncCooper Financial ServicesCFS IncCFS Securities IncCooper Financial Service IncSIC Code 62,628NAICS Code 52,523Show more

Cooper Financial Services Org Chart

PhoneEmail
RM
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Office Administrator

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Life Insurance Agent & Financial Associate

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Para-Planner

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SC
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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cooper Financial Services

$5.3M
11-50
Private
-
1986
RM
Rose MilneOffice Administrator
<$5M
11-50
Private
-
1995
RL
Robert LaCivitaChief Operating Officer
<$5M
1-10
Private
-
-
WF
W. FrancisVice President, Investments
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
JG
Jody GundersonFinancial Advisor
<$5M
1-10
Private
-
-
CM
Christopher MillerPartner. Wealth Advisor
<$5M
1-10
Private
-
2016
FK
Fadi KhouryManaging Partner and Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cooper Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cooper Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cooper Financial Services.

Cooper Financial Services Tech Stack

A closer look at the technologies used by Cooper Financial Services

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Frequently Asked Questions Regarding Cooper Financial Services

What is Cooper Financial Services's official website?
Cooper Financial Services's official website is www.cooperfinservices.com
What is Cooper Financial Services's Revenue?
Cooper Financial Services's revenue is $5.3 Million
What is Cooper Financial Services's SIC code?
Cooper Financial Services's SIC: 62,628
What is Cooper Financial Services's NAICS code?
Cooper Financial Services's NAICS: 52,523
How many employees does Cooper Financial Services have?
Cooper Financial Services has 11-50 employees
What industry does Cooper Financial Services belong to?
Cooper Financial Services is in the industry of: Finance, Securities Trading
What is Cooper Financial Services competition?
Cooper Financial Services top competitors include: Copper Canyon Wealth Management, JL Smith Group, Chris Miller, Gunderson Financials
What technology does Cooper Financial Services use?
Some of the popular technologies that Cooper Financial Services uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact Cooper Financial Services?
Cooper Financial Services contact info: Phone number: (203) 248-1972 Website: www.cooperfinservices.com
What does Cooper Financial Services do?

Cooper Financial Services specializes in providing tailored financial strategies for individuals and families at every life stage. Their comprehensive suite of services includes personalized financial planning, active investment management, retirement planning, estate planning, tax optimization, and more. With a commitment to transparency and clien... t success, they empower clients to achieve their financial goals with clarity and confidence. Serving clients in Connecticut and throughout the U.S., Cooper Financial Services has built a reputation for industry expertise and innovative strategies.Read More

What are Cooper Financial Services social media links?
Cooper Financial Services Linkedin page Cooper Financial Services Facebook page
Is Cooper Financial Services a public company?
Cooper Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Cooper Financial Services

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