Insights

Comprehensive Service Offering Whittaker Cooper Financial Group provides a broad range of financial services including tax preparation, audits, business valuation, and litigation support, indicating an opportunity to cross-sell specialized tax and audit solutions or expand to related compliance and valuation services.

Technology Utilization With a staff including QuickBooks Pro Advisors, the firm likely leverages accounting technology, presenting an opportunity to introduce advanced financial management or automation tools to enhance client workflows.

Client-Centric Approach The company's focus on personalized financial solutions suggests a potential for tailored financial planning or advisory services, especially targeting clients with complex needs looking for customized support.

Growth and Market Position Although smaller in scale, with revenue between 25 and 50 million and a dedicated team, Whittaker Cooper’s niche positioning presents an opportunity for premium or niche financial services that cater to specialized clients seeking personalized attention.

Partnership and Affiliations The affiliation with Raymond James offers a platform for offering expanded investment and wealth management services, making it a strategic prospect to upsell integrated financial planning and investment solutions.

Whittaker Cooper Financial Group Tech Stack

Media & News

Whittaker Cooper Financial Group's Email Address Formats

Whittaker Cooper Financial Group uses at least 1 format(s):
Whittaker Cooper Financial Group Email FormatsExamplePercentage
First@whittaker-cooper.comJohn@whittaker-cooper.com
42%
FirstLast@whittaker-cooper.comJohnDoe@whittaker-cooper.com
11%
FLast@whittaker-cooper.comJDoe@whittaker-cooper.com
5%
First@whittaker-cooper.comJohn@whittaker-cooper.com
42%

Frequently Asked Questions

What is Whittaker Cooper Financial Group's phone number?

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You can contact Whittaker Cooper Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Whittaker Cooper Financial Group's official website and social media links?

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Whittaker Cooper Financial Group's official website is whittaker-cooper.com and has social profiles on LinkedIn.

What is Whittaker Cooper Financial Group's SIC code NAICS code?

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Whittaker Cooper Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Whittaker Cooper Financial Group have currently?

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As of December 2025, Whittaker Cooper Financial Group has approximately 11 employees across 1 continents, including North America. Key team members include Tax Manager: K. D. C.Manager: B. C.Tax Manager: K. D. C.. Explore Whittaker Cooper Financial Group's employee directory with LeadIQ.

What industry does Whittaker Cooper Financial Group belong to?

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Whittaker Cooper Financial Group operates in the Financial Services industry.

What is Whittaker Cooper Financial Group's email format?

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Whittaker Cooper Financial Group's email format typically follows the pattern of First@whittaker-cooper.com. Find more Whittaker Cooper Financial Group email formats with LeadIQ.

Whittaker Cooper Financial Group

Financial ServicesFlorida, United States11-50 Employees

At Whittaker Cooper Financial Group, we believe you deserve a partner who can help you maintain the financial means to support you in what you do – whatever your endeavors. And we understand that your individual situation may call for a range of financial services. That’s why we’ve created a firm committed to providing solutions for a full array of wealth needs. We offer expert services in tax preparation, compilation, reviews & audits as well as business valuation, litigation support. Our staff includes CPAs as well as a Certified Fraud Examiner and 3 QuickBooks Pro Advisors. We look forward to showing you the strength we derive from the unity of our practice ... strength you can depend on to provide you with the most appropriate financial services for your situation. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Whittaker Cooper Financial Group is independent of Raymond James Financial Services.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Whittaker Cooper Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Whittaker Cooper Financial Group's revenue is estimated to be in the range of $25M$50M

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