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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm

Cooper Financial Services, Inc.

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United States
Shelton, CT
Cooper Financial Services, Inc.

Retirement, investment and financial planning services. Cooper Financial Services, Inc.

(CFS) has been providing a broad range of financial planning services to individuals and businesses for more than thirty-five years. We have built our practice through a dedication to service that we demonstrate at every level of our relationships. Our Values
At CFS, Incorporated, we believe that whether your aspirations are very simple or quite complicated, actually achieving them is never easy.

It takes hard work, expert advice, careful planning and a commitment to doing things right over a very long period of time.

03/04/2024

Experience a big life change recently? If you have life insurance, you may no longer be adequately covered 🤔 Here are a few big changes that mean it’s time to review your policy:

✔️ You married or divorced.
✔️ You welcomed a child into your family.
✔️ You started a new job or a business.
✔️ You received a medical diagnosis that may require costly treatments.
✔️ You purchased a home.

If you’re not sure if an event qualifies as a significant life change, just ask – we’re happy to help.

In the meantime, share this post to spread the word!

12/19/2023

It's time for us to put on our Santa hats and make sure we have everything ready for the upcoming tax season 🎅

While it may seem early, now is a great time to start gathering your tax documents and send them our way before the end of the year 🗓️

So check your list, check it twice! 📝 And don’t worry, we made a list for you to follow as you do! 😉 If you have any questions over the next few months, don’t hesitate to send us a message. That’s what we’re here for!

Address

1000 Bridgeport Avenue Ste 308
Shelton, CT
06484

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Website

https://www.cooperfinservices.com/

Alerts

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