Cooper/Haims Advisors, LLC
Address:
1501 Pittsford Victor Rd, Suite 101, Victor, NY 14564, USA
Phone No:
(585) 248-6400
companyBrief:
They Offer:
- Financial independence/retirement planning
- Executive benefits planning
- Financial statement preparation and analysis
- Business continuation planning
- Cash flow analysis and planning
- Group benefits brokerage and consulting
- Portfolio strategies - design, asset allocation, management and monitoring
- Deferred compensation planning
- Education planning
- Qualified retirement programs
- Estate planning
- Tax planning and preparation