Daniel Jones

Tax Team Lead, Senior Financial Advisor at COOPER/HAIMS ADVISORS - Victor, NY, US

Daniel Jones's Contact Details
HQ
585-248-6400
Location
Rochester, New York, United States
Company
COOPER/HAIMS ADVISORS
Daniel Jones's Company Details
COOPER/HAIMS ADVISORS logo, COOPER/HAIMS ADVISORS contact details

COOPER/HAIMS ADVISORS

Victor, NY, US • 20 - 49 Employees
Financial Services

Since 1981, Cooper/Haims has been committed to keeping our clients focused on their future. You deserve objective, independent financial advice that's motivated by your needs.At Cooper/Haims, we share that view. It's an approach that mirrors our philosophy and shapes every decision we make. That's why we choose to do business as a fee-based advisor, and have been doing business this way since well before fee-based asset and client management became the preferred method of wealth management.As a Registered Investment Advisor, we are honor-bound and legally required to put your interests first. No proprietary products. No hidden agenda. Just independent, objective, experienced and professional advice.

Investment Advisory Tax Planning Employee Benefits Estate Planning Retirement Planning Retirement Plan Services Tax Compliance Education Planning Insurance Planning
Details about COOPER/HAIMS ADVISORS
Frequently Asked Questions about Daniel Jones
Daniel Jones currently works for COOPER/HAIMS ADVISORS.
Daniel Jones's role at COOPER/HAIMS ADVISORS is Tax Team Lead, Senior Financial Advisor.
Daniel Jones's email address is ***@cooperhaims.com. To view Daniel Jones's full email address, please signup to ConnectPlex.
Daniel Jones works in the Financial Services industry.
Daniel Jones's colleagues at COOPER/HAIMS ADVISORS are Jared Haims, Kris Christensen, Kerry Petersen, Ben Owens, M. Ells, Richard Bentley, Ben Owens and others.
Daniel Jones's phone number is 585-248-6400
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