Established Expertise Cooper Financial Services has been operational since 1986, demonstrating long-term stability and a proven track record in financial planning, which can be leveraged to build trust with potential clients seeking experienced service providers.

Niche Market Focus With a relatively small team of 11-50 employees and revenue ranging from 1 to 10 million dollars, the company presents an opportunity for tailored service offerings and personalized financial solutions that resonate with mid-sized or high-net-worth individuals and small businesses.

Digital Engagement Utilizing modern web technologies such as WordPress, Gravity Forms, and reCAPTCHA, the company has an active online presence, indicating potential openings for digital marketing, lead generation, and online client onboarding solutions.

Competitive Positioning Though smaller than industry giants like Charles Schwab and Fidelity, Cooper Financial Services operates within a competitive landscape where personalized service and niche expertise can be emphasized as key differentiators for client acquisition.

Growth Potential Given their revenue scope and longstanding market presence, there are opportunities for strategic partnerships, additional financial technology integrations, or expanding service offerings aimed at capturing a larger share of the local or specialized financial planning market.