Cooper Investment Company
Why pick this one
Cooper Investment Company has served the Crystal Coast since 1970 and provides fee-based planning, asset management, and retirement strategies.
Best for
- fee-based financial planning
- asset money management
- retirement plan strategies involving 401(k), 403(b), SEP, or profit-sharing plans
- personal life and disability insurance planning
- estate and wealth preservation strategies
Specialties
- fee-based financial planning
- asset money management
- personal life and disability insurance
- wealth accumulation and tax-deferred strategies
- estate and wealth preservation strategies
- 401(k), 403(b), SEP, and profit-sharing plans
Certifications
- GCG Wealth Management affiliate
- American Funds
What makes them different
- Established in 1970 at the same Jacksonville location
- Serves the Crystal Coast
- Combines over 100 years of investment business experience
- Provides one-on-one client service
- Bryan Cassells has 22 years of financial services experience
- Years in business
- 55
- Serves
- Jacksonville
Distilled from this business's own website.
Contact & Location
- Address
- 113-B N Marine Blvd, Jacksonville, NC 28540
- Phone
- 9104553752
- Website
- https://www.cooperinvestment.com/
- Bcassells@cooperinvestment.com.com
Services
- financial planning
- investment management
- retirement planning
- insurance planning
- estate preservation planning
- tax-deferred investment strategies