Chris Cooper & Company
Chris Cooper & Company
5555 Airport Highway
Suite 115
Toledo, OH 43615
5555 Airport Highway
Suite 115
Toledo, OH 43615
Toll Free Number: (800) 352-7674
Phone Number: (419) 868-8000
Fax Number: (419) 868-8200
Web Address: www.chriscooper.com
Phone Number: (419) 868-8000
Fax Number: (419) 868-8200
Web Address: www.chriscooper.com
Categories: Estate Planning, Fiduciaries, Financial Advisors, Financial Planners Certified, Investment Advice, Tax Preparation, Tax Return Preparation & Filing
A comprenesive fee only fiduciary providing financial advice
A comprehensive financial planning firm specializing in Estate Planning, Retirement Planning, Tax Preparation, Investment and Asset Management. We are located in Toledo, Ohio.
Keywords: financial planning,financial advisor,investment, investment advisor, fee-based,Retirement Planning, Comprehensive Financial Planning,Insurance,Estate Planning,Market Data Bank, investors, retire, elderly,Chris Cooper, financial planner, planning, IRA, CPA,
A comprehensive financial planning firm specializing in Estate Planning, Retirement Planning, Tax Preparation, Investment and Asset Management. We are located in Toledo, Ohio.
Keywords: financial planning,financial advisor,investment, investment advisor, fee-based,Retirement Planning, Comprehensive Financial Planning,Insurance,Estate Planning,Market Data Bank, investors, retire, elderly,Chris Cooper, financial planner, planning, IRA, CPA,
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Interview Q&A
How long have you been in business?
35 years
What is your primary product or service?
Trustee and Fiduciary services, investment and property management, tax planning and preparation, estate planning, special needs planning and eldercare planning and consultation.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I am a former paramedic and RN, entered the insurance industry which sent me to grad school and taught me not to sell insurance!
How do you differentiate yourself from other businesses in your category and area?
I am NOT an investment advisor (way too many conflicts of interest) nor am I employed by any financial institution.
How many locations do you have and do you have plans to expand?
I serve clients in all 50 states and territories and the USA, as well as clients in South America, Mexico, Canada and Europe. I have offices in Toledo and San Diego, CA.
Provide detailed directions to your location
Next door to Lowe's on Airport Highway
What type of payments do you accept?
Checks and major credit cards.
Which areas do you service?
All areas
Who owns your company or runs daily operations?
I own it
What are your hours of operation?
by appointment
What is the best compliment anyone can give you?
That I opened your eyes to what you have not been seeing
What is your favorite quote or Bible verse?
money is A root of all evil - Timothy 2
35 years
What is your primary product or service?
Trustee and Fiduciary services, investment and property management, tax planning and preparation, estate planning, special needs planning and eldercare planning and consultation.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I am a former paramedic and RN, entered the insurance industry which sent me to grad school and taught me not to sell insurance!
How do you differentiate yourself from other businesses in your category and area?
I am NOT an investment advisor (way too many conflicts of interest) nor am I employed by any financial institution.
How many locations do you have and do you have plans to expand?
I serve clients in all 50 states and territories and the USA, as well as clients in South America, Mexico, Canada and Europe. I have offices in Toledo and San Diego, CA.
Provide detailed directions to your location
Next door to Lowe's on Airport Highway
What type of payments do you accept?
Checks and major credit cards.
Which areas do you service?
All areas
Who owns your company or runs daily operations?
I own it
What are your hours of operation?
by appointment
What is the best compliment anyone can give you?
That I opened your eyes to what you have not been seeing
What is your favorite quote or Bible verse?
money is A root of all evil - Timothy 2
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