Kerry Petersen

Business Manager at COOPER/HAIMS ADVISORS - Victor, NY, US

Kerry Petersen's Colleagues at COOPER/HAIMS ADVISORS
Ben Owens

Support Advisor/Tax Specialist

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M. Ells

Senior Financial Advisor

Contact M. Ells

Ben Owens

Junior Financial Advisor

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Kris EA

Tax Specialist

Contact Kris EA

Andrea Ells

Senior Financial Advisor

Contact Andrea Ells

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Kerry Petersen's Contact Details
HQ
585-248-6400
Location
New York, United States
Company
COOPER/HAIMS ADVISORS
Kerry Petersen'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 Kerry Petersen
Kerry Petersen currently works for COOPER/HAIMS ADVISORS.
Kerry Petersen's role at COOPER/HAIMS ADVISORS is Business Manager.
Kerry Petersen's email address is ***@cooperhaims.com. To view Kerry Petersen's full email address, please signup to ConnectPlex.
Kerry Petersen works in the Financial Services industry.
Kerry Petersen's colleagues at COOPER/HAIMS ADVISORS are Ben Owens, M. Ells, Richard Bentley, Ben Owens, Kerry Puff, Kris EA, Andrea Ells and others.
Kerry Petersen's phone number is 585-248-6400
See more information about Kerry Petersen