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
11

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  • United States Of America
    11

Cooper Financial Services, Inc.'s Leadership

  • Stylized image of a person
    M. B.
    President And Chief Investment Officer
    Phone icon
  • Stylized image of a person
    C. C.
    Owner
    Phone icon
  • Stylized image of a person
    M. B.
    Human Resources Director
    Phone icon
  • Stylized image of a person
    A. O.
    Registered Investment Advisor
    Phone icon
  • Stylized image of a person
    S. B.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    M. L. N.
    Financial Advisor - Insurance
    Phone icon
  • Stylized image of a person
    D. R.
    Para-Planner
    Phone icon
  • Stylized image of a person
    R. A. M.
    Office Administrator
    Phone icon

Cooper Financial Services, Inc. Employee Metrics

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

Contact profiles from Cooper Financial Services, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    President And Chief Investment Officer
    Phone icon
    United StatesConnecticut
    Apr 07, 2026
  • Stylized image of a person
    C. C.
    Owner
    Phone icon
    United StatesTennessee
    Mar 24, 2026
  • Stylized image of a person
    M. B.
    Human Resources Director
    Phone icon
    United StatesConnecticut
    Apr 14, 2026
  • Stylized image of a person
    A. O.
    Registered Investment Advisor
    Phone icon
    United StatesNew York
    Apr 14, 2026
  • Stylized image of a person
    S. B.
    Financial Advisor
    Phone icon
    United StatesConnecticut
    May 05, 2026
  • Stylized image of a person
    M. L. N.
    Financial Advisor - Insurance
    Phone icon
    United StatesConnecticut
    Feb 02, 2024
  • Stylized image of a person
    D. R.
    Para-Planner
    Phone icon
    United StatesConnecticut
    Jan 27, 2026
  • Stylized image of a person
    R. A. M.
    Office Administrator
    Phone icon
    United StatesFlorida
    Mar 24, 2026

Frequently Asked Questions

What is Cooper Financial Services, Inc. known for?

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Cooper Financial Services, Inc. was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 1000 Bridgeport Avenue Suite 308 Shelton, Connecticut 06484 United States. Explore Cooper Financial Services, Inc.'s company overview page for more information.

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

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Cooper Financial Services, Inc. employees' email format typically follows the pattern of . 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?

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Cooper Financial Services, Inc. has approximately 11 employees as of June 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 June 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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