Cooper Eagle
Financial Services - West Chester, PA, US
Cooper Eagle Employees
Cooper Eagle Details
We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products. We recommend investment products to our clients based on the needs of the client and not based on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interest at heart.Here's how we can help:Individuals – Financial Planning Services:1. Personal Financial and Estate Plans2. Investment allocation and management3. Retirement Savings and Drawdown / withdrawals Companies – Retirement Plan Consulting:1. 3(21) and 3(38) Investment services2. Fee Reasonableness and Fiduciary Training3. Recordkeeping and administrative support
Cooper Eagle Technologies
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