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Cooper Investment Company


Cooper Investment Company is a member of NASD, the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Chris Cooper is the owner and founder of Chris Cooper Investment Company, a financial planning firm working with people who own small businesses, with persons preparing to retire and very elderly persons. Cooper Investment provides counseling and guidance in the areas of investments, taxation and estate preservation. As a practitioner he invests and manages money, does personal and business tax returns and representation, and comprehensive financial planning consultations.
 
Chris Cooper & Companyis a comprehensive financial planning firm. They believe looking at the client's complete financial picture is the only way to properly assess sound financial advice. This encompasses everything from their personal and business financial goals along with their emotional well being and objectives. They work in conjunction with several other financial professionals to integrate their clients with full legal, accounting, tax and investment services. They walk them through these processes each and every step of the way. Their clients range from the modest to wealthy, as well as pre retirees to retirees.
 
They offer special services to the elderly in the form of elderly care management. Other areas of expertise include investment advisory services through managed accounts with an emphasis on retirement and educational funding. They also specialize in tax preparation and estate and gift tax planning.
 
Chris Cooper & Company works actively in the community, providing free tax workshops and financial education to schools and organizations such as the Jaycees, University of Toledo and Lourdes College, Owens Community College, Bowling Green State University and The Internal Revenue Service. Chris Cooper & Co provides services such as Comprehensive Financial Planning, Investment Management Consultation and Manager Searches, Tax Preparation, Insurance, Charitable Giving, Elder and Long Term Care Planning, Funding Education, etc.
 
Their dedication to their customers is more like a family relationship than a business relationship. This is due to the attention they provide their customers. The Cooper & Company is determined to encourage growth with unparalleled service at all levels, always keeping your needs in mind.
 

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