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Cooper Financial Services, Inc. Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Cooper Financial Services, Inc. operates in the financial services industry and provides financial planning services for individuals and businesses. The firm has operated since 1986, emphasizing service across its client relationships. It is based at 1000 Bridgeport Avenue, Suite 308, Shelton, Connecticut 06484, United States. The company employs between 11 and 50 people. It maintains a website at https://cooperfinservices.com for information and contact.

Find Cooper Financial Services, Inc. employees' phone numbers or email addresses

Cooper Financial Services, Inc. Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Cooper Financial Services, Inc.'s Leadership

  • President And Chief Investment Officer at Cooper Financial Services, Inc.
    M. B.
    President And Chief Investment Officer
    Mobile Phone
  • Owner at Cooper Financial Services, Inc.
    C. C.
    Owner
    Mobile Phone
  • Human Resources Director at Cooper Financial Services, Inc.
    M. B.
    Human Resources Director
    Mobile Phone
  • Registered Investment Advisor at Cooper Financial Services, Inc.
    A. O.
    Registered Investment Advisor
    Mobile Phone
  • Financial Advisor at Cooper Financial Services, Inc.
    S. B.
    Financial Advisor
    Mobile Phone
  • Financial Advisor - Insurance at Cooper Financial Services, Inc.
    M. L. N.
    Financial Advisor - Insurance
    Mobile Phone
  • Para-Planner at Cooper Financial Services, Inc.
    D. R.
    Para-Planner
    Mobile Phone
  • Office Administrator at Cooper Financial Services, Inc.
    R. A. M.
    Office Administrator
    Mobile Phone

Cooper Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Other
  • Business
  • Community & Social Services

Contact profiles from Cooper Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • President And Chief Investment Officer at Cooper Financial Services, Inc.
    M. B.
    President And Chief Investment Officer
    Mobile Phone
    United States, Connecticut
    Apr 07, 2026
  • Owner at Cooper Financial Services, Inc.
    C. C.
    Owner
    Mobile Phone
    United States, Tennessee
    Mar 24, 2026
  • Human Resources Director at Cooper Financial Services, Inc.
    M. B.
    Human Resources Director
    Mobile Phone
    United States, Connecticut
    Apr 14, 2026
  • Registered Investment Advisor at Cooper Financial Services, Inc.
    A. O.
    Registered Investment Advisor
    Mobile Phone
    United States, New York
    Apr 14, 2026
  • Financial Advisor at Cooper Financial Services, Inc.
    S. B.
    Financial Advisor
    Mobile Phone
    United States, Connecticut
    May 05, 2026
  • Financial Advisor - Insurance at Cooper Financial Services, Inc.
    M. L. N.
    Financial Advisor - Insurance
    Mobile Phone
    United States, Connecticut
    Feb 02, 2024
  • Para-Planner at Cooper Financial Services, Inc.
    D. R.
    Para-Planner
    Mobile Phone
    United States, Connecticut
    Jan 27, 2026
  • Office Administrator at Cooper Financial Services, Inc.
    R. A. M.
    Office Administrator
    Mobile Phone
    United States, Florida
    Mar 24, 2026

Frequently Asked Questions

What is Cooper Financial Services, Inc. known for?

Minus sign iconPlus sign iconCooper Financial Services, Inc. was founded in 1986 and operates in the Financial Services industry. Explore Cooper Financial Services, Inc.'s company overview page for more information.

What is Cooper Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconCooper Financial Services, Inc. employees' email format typically follows the pattern of First@cooperfinservices.com. Trying to find reliable and up-to-date employee contact data? Find more Cooper Financial Services, Inc. email formats with LeadIQ.

How many employees does Cooper Financial Services, Inc. have currently?

Minus sign iconPlus sign iconCooper Financial Services, Inc. has approximately 11 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Cooper Financial Services, Inc.'s key employees and leadership?

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As of September 2026, Cooper Financial Services, Inc.'s key employees include:

  • President And Chief Investment Officer: M. B.
  • Owner: C. C.
  • Human Resources Director: M. B.
  • Registered Investment Advisor: A. O.
  • Financial Advisor: S. B.

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