Eric Cooper Email & Phone Number

Londonderry, New Hampshire, United States

Niche Specializations:- Professional Athletes & Coaches- Business Owner-Operators - Farm & Ag - Equity Compensated Employees- BRI & CRI

Unites States, Canada

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking to protect and grow what you’ve built, our team is uniquely equipped to simplify, customize and execute a roadmap to fulfill your vision.We work with owners to execute the Value Acceleration Methodology. The Value Acceleration Methodology.

San Francisco Bay Area

Taking good notes doesn't build your practice, but it is vital to executing a consistent client experience, reducing compliance exposure, and capturing growth opportunities. It also takes an immense amount of time to take great notes. This is why FinmateAI was created. The only AI notetaker designed by Financial Advisors specifically for Financial.

Bedford, New Hampshire

With over a decade of experience in the financial services industry, Eric has held roles in banking, insurance, wealth management, business planning, and integrated personal financial planning. Eric has been privileged to work with a diverse landscape of clients, including professional athletes, individual entrepreneurs & their families, real estate.

Manchester, New Hampshire

I provide professional, consultative insurance services for both personal and commercial clients. Personal services include:Life insurance (term and permanent, market driven and non-market driven)Home insuranceAuto insuranceRV and Boat insuranceBenefits XPress services for employer benefits packagesAgricultural insurance Personal UmbrellaCommercial.

Merrimack, NH

• Generating results: Two-time Standard of Excellence award winner, consistently among the top numbers producers in job classification
• Client-first approach in adherence to FINRA suitability standards and Know Your Customer guidelines, resulting in a career customer experience index score of 93
• Provide educational guidance including portfolio reviews, retirement income planning, fixed products, tax efficient withdrawal strategies, legacy planning, debt management, and college planning

Merrimack, NH

• Provided quality customer service in a fast paced inbound call center, with a customer experience index score of 95; Uncovering opportunities to generate leads to the sales group from all call types.
• Extensive cross-product knowledge of 401k, 403b, 401a, 457b governmental plans and 457b non-qualified

Merrimack, NH

• Sales through relationship management and cross product referrals; developed customized financial solutions tailored to each client
• Youngest employee to reach the role of member service representative in DCU
• Number one salesperson for auto financing and new credit union memberships in the branch
• Manager appointed auto finance branch coach responsible for developing teammates’ sales acumen
• Fully trained in Equifax, Experian and TransUnion credit analysis

Nashua, New Hampshire

Retail sales for menswear including suits, ties, accessories, shoes, and casual.

Responsible for maintennance of game machines and providing excellent customer experience.

Hudson, NH

Owned and operated a mobile auto detailing service business. Services included: ~Interior power vacuuming~Interior spot stain treatment~Interior upholstery deodorizing~Interior vinyl, leather, & plastic cleaning~Interior vinyl & leather conditioning~Interior vinyl & leather Pearl gloss polishing~Interior mats cleaning~Dashboard cleaning.