(212) 820-9100

Create a legacy with comprehensive estate planning

Did you know that many people don't realize they need estate planning? Even if you have a will, it might not cover everything you need. Estate planning and financial strategies are closely linked, and we're here to help you through the process. Let's work on your estate planning to ensure a secure legacy for your family and address your future needs. It's all about making informed decisions that best serve your loved ones. It is crucial to ensure your loved ones are taken care of, and your legacy is preserved. By partnering with an experienced insurance and financial professional, you can confidently navigate the complexities of estate planning. Ensuring that everything you own – your home, car, savings – is distributed according to your wishes with an effective estate plan. Whether you're just beginning the process or have a draft plan in mind, we can offer guidance to help safeguard your family and businesses.

Comprehensive support for your estate planning needs

Comprehensive Protection

Life insurance plays a vital role in estate planning, ensuring that your family is financially protected no matter what the future holds.
Our experts will help you determine the right level of coverage to meet your unique needs and goals.

Tailored Financial Strategies

Each family is different, and so are their financial needs. We provide personalized strategies that align with your estate planning objectives.
From covering immediate expenses to securing long-term financial stability, our tailored plans offer comprehensive solutions.

Expert Guidance

Navigating estate planning can be complex and overwhelming. Our experienced professionals are here to guide you every step of the way.
We provide clear, actionable advice to help you make informed decisions about your estate and financial future.

Legacy Preservation

Ensure that your hard-earned assets are distributed according to your wishes. Life insurance can be a key tool in preserving your legacy.
Our plans help minimize the financial burden on your family, allowing them to focus on what truly matters.

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Tom Cooper

Financial Advisor

MBA

Strategic Guidance for Lasting Success

Personalized Insurance & Financial Solutions

Experienced financial advisor dedicated to crafting personalized strategies to build and protect your financial future.

Schedule Consultation

About Me 17 Years of industry experience

As a financial advisor with over 22 years of experience, I am recognized for my empathetic approach and deep understanding of insurance and financial planning complexities. I have a proven track record of providing personalized financial solutions tailored to clients' unique needs. My mission is to empower clients through education and personalized service, thereby helping them make informed decisions about their financial and insurance needs. I am dedicated to building relationships based on trust and integrity, striving to provide peace of mind through tailored insurance solutions.

Cooper Financial Solutions

285 Fulton Street New York, NY 10007

(212) 820-9100 [email protected]

Why Expert Guidance is Essential

Tailored solutions for your unique needs

Because your values and goals are personal to you, a one-size-fits-all solution simply won't do.

Get the ideal solution for you

Consulting with an experienced professional can help you explore options to find the right balance of benefits tailored to your needs.

Together for the long haul

As your life evolves, so do your needs. I’ll be there to help you every step of the way.

We have got you covered

Leave a legacy of love with strategic estate planning.

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