Locations

Providing Personalized, Fiduciary-Driven Financial Services

Established in 1985 by Melvin Cooper in Hamden, CT, Cooper Financial Services quickly became a beacon of comprehensive financial planning. Melvin’s embrace of the “total planning” concept and his Certified Financial Planner™ designation laid the groundwork for a firm deeply committed to a holistic and client-first approach. Since its inception as a Registered Investment Advisory (RIA) firm, Cooper Financial Services has remained dedicated to providing personalized and fiduciary-driven services.

With Michael Butler at the helm, the firm has seamlessly blended its rich heritage with a modern approach to financial planning. Michael introduced innovative strategies that align with today’s complex financial landscape while continuing to uphold the client-first values that have been at our core since day one.

With a legacy rooted in integrity and a vision for unmatched service, Cooper Financial Services is a partner in planning secure and prosperous financial futures.

Dollars In Funds Under Management

Clients

Combined Years of Experience

Our Mission

Our mission is to empower clients to confidently achieve their financial goals and build a legacy of prosperity, fostering a future where everyone feels secure and in control of their financial journey. Our client-first philosophy and dedication have allowed us to build relationships that span generations. Our mission is to help create financial plans and solutions that meet the objectives of generations to come: grandparents, parents, children, and grandchildren, providing each with the clarity, trust, and personalized strategies they need to secure their financial futures. 

Our Vision

Today, Cooper Financial Services stands as a symbol of trust and excellence in wealth management. As we look to the future, our vision is clear: to be the most transparent and service-focused firm in the industry. We are committed to evolving and growing, always guided by the principles of integrity, client care, and a steadfast dedication to helping our clients achieve their financial goals. We aim to transform the financial planning experience, offering unparalleled clarity, personalized strategies, and a lifelong commitment to our clients’ success. 

Cooper Financial in the Community

At Cooper Financial Services, we’re part of the community and we believe part of our job is to give back. We’re a proud sponsor of the Southern Connecticut State University Rugby team, Amity Regional High School sports programs, and the JCC of New Haven’s youth sports programs.

At Cooper Financial Services, our success is measured by the trust and confidence our clients place in us.

Testimonials & Featured Clients

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Jhon Smith, CEO @ Labib Digital Studio

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Jhon Smith, CEO @ Labib Digital Studio

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Thomson Polan, CEO @ Caramal Digital Studio