We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products. We recommend investment products to our clients based on the needs of the client and not based on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interest at heart.
Here’s how we can help:
Individuals – Financial Planning Services:
1. Personal Financial and Estate Plans
2. Investment allocation and management
3. Retirement Savings and Drawdown / withdrawals
Companies – Retirement Plan Consulting:
1. 3(21) and 3(38) Investment services
2. Fee Reasonableness and Fiduciary Training
3. Recordkeeping and administrative support
Company Details
- Employees
- 9
- Founded
- 2021
- Address
- 200 Lawrence Dr, West Chester,pennsylvania 19380,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.coopereagle.com
- Keywords
- Financial Advice, Financial Planning, Investment Management, Financial Coaching, 401k Consulting, Retirement Plan Consulting, Budgeting, Business Coaching, CFP(R), Retirement Planning.
- HQ
- West Chester, Pennsylvania
Cooper Eagle Questions
Cooper Eagle's website is http://www.coopereagle.com
Cooper Eagle's LinkedIn profile is https://www.linkedin.com/company/cooper-eagle
Cooper Eagle has
9 employees.
View email and phone details for 9
employees at Cooper Eagle.
Cooper Eagle's industry is
Financial Services
Cooper Eagle's top competitors are
Core Planning,
Anuki Consulting, Llc,
Gunther Wealth Management,
Pitt Stop To Wall Street,
Shah Capital,
Retrochem Inc,
Portercraft Floors,
Salters Fireplace & Outdoor Living,
Finra,
Polaris Advisors Llc.
Cooper Eagle's categories are Financial Services
Cooper Eagle's founding year is 2021
