Cooper/Haims Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

50 Square Dr Ste 210, Victor, New York, ...

Phone Number

(585) 248-6410

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1

About Cooper/Haims Advisors

Cooper Haims Advisors specializes in financial planning and wealth management services based in Rochester, NY. They offer comprehensive wealth management and tax consultation to help clients secure their financial future. The firm aims to provide tailored financial solutions to individuals seeking to enhance their wealth and manage their taxes effectively. Their services are designed for clients looking for expert guidance in financial planning and investment strategies.Explore more
Cooper/Haims Advisors's Social MediaPopular SearchesCooper/haims Advisors LLCCooper/ Haims Advisors LLCCooper/ Haims, Crouse & Yawman LLCCooper/HaimsCooper/Haims AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Cooper/Haims Advisors Org Chart

PhoneEmail
MK
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Chief Investment Officer

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JD
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Chief Compliance Officer

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DJ
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cooper/Haims Advisors

<$5M
11-50
Private
-
1981
MK
Matthew KelleyChief Investment Officer
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cooper/Haims Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Cooper/Haims Advisors Tech Stack

A closer look at the technologies used by Cooper/Haims Advisors

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Frequently Asked Questions Regarding Cooper/Haims Advisors

What is Cooper/Haims Advisors's official website?
Cooper/Haims Advisors's official website is www.cooperhaims.com
What is Cooper/Haims Advisors's Revenue?
Cooper/Haims Advisors's revenue is <$5 Million
What is Cooper/Haims Advisors's SIC code?
Cooper/Haims Advisors's SIC: 62,628
What is Cooper/Haims Advisors's NAICS code?
Cooper/Haims Advisors's NAICS: 52,523
How many employees does Cooper/Haims Advisors have?
Cooper/Haims Advisors has 11-50 employees
What industry does Cooper/Haims Advisors belong to?
Cooper/Haims Advisors is in the industry of: Finance, Securities Trading
What is Cooper/Haims Advisors competition?
Cooper/Haims Advisors top competitors include: Stockade Wealth Management, Ascential Wealth, Goodrich and Associates, Waterford Advisors
What technology does Cooper/Haims Advisors use?
Some of the popular technologies that Cooper/Haims Advisors uses are: Proofpoint, Eploy, Engage ATS, Google Font API
How do I contact Cooper/Haims Advisors?
Cooper/Haims Advisors contact info: Phone number: (585) 248-6410 Website: www.cooperhaims.com
What does Cooper/Haims Advisors do?

Cooper Haims Advisors specializes in financial planning and wealth management services based in Rochester, NY. They offer comprehensive wealth management and tax consultation to help clients secure their financial future. The firm aims to provide tailored financial solutions to individuals seeking to enhance their wealth and manage their taxes effe... ctively. Their services are designed for clients looking for expert guidance in financial planning and investment strategies.Read More

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

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