Who we are
Our website address is: https://cooperfinservices.com. Cooper Financial Services is a fiduciary registered investment advisory firm based in the United States. We provide financial planning, investment management, and related services to individual and institutional clients. We are committed to protecting your personal data and privacy.
Comments
Suggested text: When visitors leave comments on our site, we collect the data shown in the comments form, as well as the visitor’s IP address and browser user agent string to help detect and prevent spam.
An anonymized hash of your email address may be shared with the Gravatar service to determine if you are using it. The Gravatar service privacy policy is available at https://automattic.com/privacy/. Once your comment is approved, your profile picture will be visible to the public in the context of your comment.
Media
If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.
Cookies
If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.
If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.
Embedded content from other websites
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.
Who we share your data with
We do not sell your personal data. However, we may share your information with trusted third parties, including:
- Financial custodians (e.g., Fidelity)
- Technology and CRM providers (e.g., Redtail, eMoney)
- Marketing automation platforms
- Compliance vendors
- Legal or regulatory authorities when required by law
If you request a password reset, your IP address will be included in the reset email.
How long we retain your data
If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.
For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.
What rights you have over your data
Suggested text: If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.
To request access or deletion, contact us at:
Email: [email protected]
Phone: (203) 248-1972
Where your data is sent
Visitor comments may be checked through automated spam detection services. Additionally, limited information may be transmitted to service providers that assist us in hosting, analytics, or security functions.
Financial Industry Compliance and Confidentiality Clause
As a registered investment adviser, Cooper Financial Services complies with applicable federal and state regulations, including the U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and the Gramm-Leach-Bliley Act (GLBA). All personal financial data, including investment details, tax records, and account-specific information, is collected and stored in accordance with SEC Regulation S-P regarding client privacy.
We maintain strict confidentiality with respect to all client information. Access to client data is restricted to authorized personnel and third-party service providers under confidentiality obligations. We do not disclose non-public personal information about our clients to any non-affiliated third party except as required or permitted by law.