Guiding you through Life's Financial Changes

CONNECT

Address:

302 Mountain View Dr Ste 201
Colchester, VT 05446

Phone:

802-264-6615

Fax/Other:

802-863-0343

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management strategies
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products

 

 

Neither Cooper Financial nor its agents, and representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck