Cooper McManus Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

At Cooper McManus, we make the planning all about you. The process of getting to know you – so as to create the most customized plan we can targeted to your specific needs – must precede traditional financial planning. We partner with you to draw out your dreams and wishes for a rich and fulfilling life.
 
We take into consideration not only your financial assets, but your more personal assets, which ultimately determine the direction your financial planning should take.  It is this orientation that makes Cooper McManus unique when compared to the average financial planning firm.

Cooper McManus is a Registered Investment Advisory Firm. Securities offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Trading instructions sent via e-mail may not be honored. Please contact my office at 800.516.5333 or Cambridge Investment Research, Inc. at 800.707.6080 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who received this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.

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