Kerry Puff

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

Kerry Puff's Contact Details
HQ
585-248-6400
Location
Company
COOPER/HAIMS ADVISORS
Kerry Puff'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 Puff
Kerry Puff currently works for COOPER/HAIMS ADVISORS, LLC.
Kerry Puff's role at COOPER/HAIMS ADVISORS, LLC is Business Manager.
Kerry Puff's email address is ***@cooperhaims.com. To view Kerry Puff's full email address, please signup to ConnectPlex.
Kerry Puff works in the Financial Services industry.
Kerry Puff's colleagues at COOPER/HAIMS ADVISORS are Daniel Jones, Jared Haims, Kris EA, Kris Christensen, Richard Bentley, Kerry Petersen and others.
Kerry Puff's phone number is 585-248-6400
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