Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

Details

General Info

Chris Cooper & Company provides independent, objective financial, investment and tax advice to retirees and pre-retirees. Our firm's comprehensive financial planning services are specifically designed to meet the needs of people who are retired or preparing to retire. We also work with elderly and disabled adults, non-traditional families and small business. Chris Cooper & Company assists our clients with investments, tax planning, estate planning and retirement planning so that they are able to achieve their financial goals and dreams. We strive to provide the highest level of financial advisory service so that our clients can feel comfortable and secure in their financial future. We have no hidden agendas or employers, and we do not earn any commissions from insurance, banking or investment products. Chris Cooper, CFP, is compensated for services on a fixed or hourly fee and does not receive any compensation from any third party. This allows him to act as his clients' fiduciary and always provide advice that is in their best interest.

HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phones:

Main - 800-352-7674

4198688200 - 888-772-4747

4198688000 - 800-352-7674

Address:
2750 4th Ave San Diego, CA 92103
Email:

Reviews

Be the first to review!
Write a Review
Categories
Estate Planning, Probate, & Living Trusts, Financial Planners, Investment Advisory Service, Retirement Planning Services, Tax Return Preparation
Payment Options
debit, check, cash, all major credit cards
Brands
Fee Only
Neighborhoods
Park West, Central San Diego
Associations
Financial Planning Association, California Society of CPA's, San Diego County Bar Association, Los Angeles County Bar Association, Toledo Estate Planning Council
Suggest an Edit
Data provided by one or more of the following: Thryv, Data Axle, Yext.