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Chris Cooper & Company

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Estate Planning, Probate, & Living Trusts, Financial Planners, Investment Advisory Service

2750 4th Ave, San Diego, CA 92103

800-352-7674

CLOSED NOW: 
Today: 9:00 am - 5:00 pm

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DETAILS
General Info
Chris Cooper & Company provides independent, objective financial, investment and tax advice to retirees and pre-retirees. Our firm's comprehensive financial planning services are specifically designed to meet the needs of people who are retired or preparing to retire. We also work with elderly and disabled adults, non-traditional families and small business. Chris Cooper & Company assists our clients with investments, tax planning, estate planning and retirement planning so that they are able to achieve their financial goals and dreams. We strive to provide the highest level of financial advisory service so that our clients can feel comfortable and secure in their financial future. We have no hidden agendas or employers, and we do not earn any commissions from insurance, banking or investment products. Chris Cooper, CFP, is compensated for services on a fixed or hourly fee and does not receive any compensation from any third party. This allows him to act as his clients' fiduciary and always provide advice that is in their best interest.
Extra Phones

4198688200: 888-772-4747

4198688000: 800-352-7674

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Categories
Estate Planning, Probate, & Living Trusts, Financial Planners, Investment Advisory Service, Retirement Planning Services, Tax Return Preparation
Payment Options
Brands
Fee Only
Neighborhoods
Park West, Central San Diego
Associations
Financial Planning Association, California Society of CPA's, San Diego County Bar Association, Los Angeles County Bar Association, Toledo Estate Planning Council
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