Cooper/Haims Advisors, LLC
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- Firms:
- Cooper/Haims Advisors, LLC
- Sponsors
-
- Address:
-
1501 Pittsford Victor Rd, Suite 101, Victor, NY 14564, USA
- Corporate Phone:
- (585) 248-6400
- Website:
- http://redirect.advisorsquare.com/new/cooperhaims/
They Offer:
- Financial independence/retirement planning
- Executive benefits planning
- Financial statement preparation and analysis
- Business continuation planning
- Cash flow analysis and planning
- Group benefits brokerage and consulting
- Portfolio strategies - design, asset allocation, management and monitoring
- Deferred compensation planning
- Education planning
- Qualified retirement programs
- Estate planning
- Tax planning and preparation
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- Personal Financial Planning
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Asset Allocation and Investment Management:
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Their approach to professional service gives their clients a natural balance between independence and personal involvement. The direct benefits to you are quality and reliability. As trusted business advisors, they respect your commitment to maintaining financial viability and are committed to helping you meet your future goals.
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Products of Cooper/Haims Advisors, LLC:
