Company

Cooper Eagle

Financial Services West Chester, Pennsylvania, United States 9 employees

Employees: 9

www.coopereagle.com LinkedIn

Cooper Eagle Overview

Headquarters: West Chester, Pennsylvania, United States
Website: www.coopereagle.com
Industry: Financial Services
Employees: 9
Founded: 2021
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Advice Financial Planning Investment Management Financial Coaching 401k Consulting Retirement Plan Consulting Budgeting Business Coaching CFP(R) Retirement Planning

About Cooper Eagle

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

Cooper Eagle Contact Details

People in AeroLeads: 3

Cooper Eagle Org Chart

Sample employees and titles

Name	Title	Location	Contact
Dan Cooper	Retired	Mickleton, New Jersey, United States	View
Rebecca Bleivik	Serving People by Educating and Helping	Spring City, Pennsylvania, United States	View
Rick Elam, Qka	Retirement Plans Executive Consultant	Pottstown, Pennsylvania, United States	View