Financial Strategies and Solutions for Every Stage of Life
Serving Connecticut and Throughout The U.S.
$
M+
Assets Under Management
+
Years in Business
K+
Individuals & Families We've Helped
Financial Strategies That Put Your Goals First
At Cooper Financial Services, we’ve built our reputation on a foundation of industry expertise, innovative strategies, and an unwavering commitment to your success. With over years of experience navigating the complexities of the financial markets, we offer insights and precision plans tailored to your unique financial needs.
Our philosophy is simple: your goals come first. Empowering you with clarity and confidence is at the core of what we do. We guide you through every stage of your financial journey with honesty and integrity, ensuring you feel secure and supported. With Cooper Financial Services, you’re not just investing—you’re partnering with a team dedicated to helping you achieve a more confident and secure tomorrow.
We provide a comprehensive suite of financial services designed to provide you a secure path to your financial future. Unlike the cookie-cutter approaches used by many firms, we craft custom-tailored financial strategies that align with where you are and where you want to go.
Whether you’re approaching retirement or planning your estate, we offer expert services in investment management, retirement planning, tax optimization, and more. Discover how our expertise and commitment to transparency can guide you toward a brighter, more secure financial future.
Our Services
At Cooper Financial Services, our success is measured by the trust and confidence our clients place in us.
What Our Clients Say
"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
