Whittaker Cooper Financial Group Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Whittaker Cooper Financial Group operates in the financial services sector, offering a range of wealth management and related professional services. The firm provides tax preparation, compilation, reviews and audits, along with business valuation and litigation support, supported by a staff that includes CPAs, a Certified Fraud Examiner, and three QuickBooks Pro Advisors. Its services are designed to help individuals and businesses maintain financial resources aligned with their pursuits, addressing diverse needs through a unified practice. Based in Melbourne, Florida, the organization emphasizes independent advisory capabilities alongside its relationship with Raymond James, noting that its advisors transact only where registered and that it is independent of Raymond James Financial Services.

With a focus on delivering tailored financial solutions, the firm positions itself as a multi-disciplinary partner capable of handling a broad spectrum of wealth-related challenges. Its stated emphasis on unity within the practice suggests a collaborative approach to client needs, spanning tax, audit, valuation, and forensic services to support planning and financial decision-making. The company operates within the financial services industry and serves clients in the United States, leveraging its local presence in Melbourne, Florida, to address regional and practical financial matters for individuals and businesses.

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