Verified email-pattern data for Cooper Eagle is currently limited. You can still use the company insights and contact sections below.
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
- -
- Address
- 200 Lawrence Dr, West Chester,pennsylvania 19380,united States
- Industry
- Financial Services
- 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
Polaris Advisors Llc,
Salters Fireplace & Outdoor Living,
Portercraft Floors,
Shah Capital,
Retrochem Inc,
Core Planning,
Anuki Consulting, Llc,
Pitt Stop To Wall Street,
Gunther Wealth Management,
Finra.
Cooper Eagle's categories are Financial Services
Cooper Eagle's founding year is 2021
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Top Cooper Eagle Employees
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Dan Cooper
Retired
Mickleton, New Jersey, United States, United States -
Rebecca Bleivik
Serving People By Educating And Helping…
Spring City, Pennsylvania, United States, United States -
Jacob George, CFP®
Fee-Only Financial Planner For…
Bella Vista, Arkansas, United States, United States -
Rick Elam, QKA
Retirement Plans Executive Consultant…
Pottstown, Pennsylvania, United States, United States
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