CooperDavis Financial Group
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
644 Lovett Ave SE Ste A, Grand Rapids, M...Phone Number
(616) 575-3506Website
www.cooperdavis.comRevenue
<$5 MillionIndustry
About CooperDavis Financial Group
CooperDavis Financial Group specializes in wealth planning and investment management for individuals and families, offering personalized financial strategies tailored to their unique goals. Since 2003, the firm has focused on building meaningful relationships with clients, ensuring they feel secure and confident in their financial futures. The advisors at CooperDavis provide comprehensive plans that evolve with clients' needs, guiding them through various life stages and financial decisions. With a commitment to personal attention and a purpose-driven approach, the firm aims to help clients manage their wealth effectively and leave a lasting legacy.Explore more
CooperDavis Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
CooperDavis Financial Gro...
<$5M
1-10
Private
-
2012
MB
Mark BowersWealth Advisor & Director, Investment Services
CooperDavis Financial Group Tech Stack
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CooperDavis Financial Group specializes in wealth planning and investment management for individuals and families, offering personalized financial strategies tailored to their unique goals. Since 2003, the firm has focused on building meaningful relationships with clients, ensuring they feel secure and confident in their financial futures. The advi... Read More
