Keeping your future in focus.

General Info

Financial success brings new complexities and demands even greater responsibility to grow and manage your wealth. We're committed to keeping you focused on your future. We work with you—side by side—to create a finely balanced life/wealth plan that simplifies the handling of your financial matters while giving you the freedom to pursue your goals. As a Registered Investment Advisor, we are honor-bound and legally required to put your interests first. No proprietary products. No hidden agenda. Just independent, objective, experienced and professional advice. Like you deserve. You deserve objective, independent financial advice that’s motivated by your needs. At Cooper/Haims, we share that view. It’s an approach that mirrors our philosophy and shapes every decision we make. That’s why we choose to do business as a fee-based advisor, and have been doing business this way since well before fee-based asset and client management became the preferred method of wealth management. And there’s flexibility in our fee schedules, enabling us to tailor our services to maximize value and meet your unique needs.Our team approach to client service means that you benefit from the collective experience and advanced training of the entire firm, not just a single advisor or planner. It’s an approach that ensures that every decision is carefully analyzed for its benefits and risks, as well as for any tax implications. Members of your team are always accessible and are ready to respond to your needs, and with a carefully crafted succession plan in place, you’re assured of smooth and seamless transitions—generation to generation.

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Categories

Financial Planning Consultants, Financial Planners, Financial Services, Investments, Retirement Planning Services, Tax Return Preparation

Services/Products

-Investment Advisory -Tax Planning & Compliance -Retirement Planning -Estate Planning -Employee Benefits Analysis -College/Education Planning -Life, Disability, & LTC Insurance Planning -Retirement Plan Services for your employees

Location

From Rochester, take 490 East to Exit 28 (Route 96), then turn left onto Route 96. Our office is located .25 miles south on Route 96, in the INDE Design Building. From the Thruway, take the Victor exit and turn right onto Route 96. Our office is located 2

Other Link

http://www.cooperhaims.com