One of the 1st things you'll notice is that engaging with Cooperstown Financial is not a difficult or tedious process. Our office is centrally located, relaxed, and easily accessible for all. We've tried to make establishing a new affiliation with us as barrier free as possible. Our clients are comfortable working with us and know that we do most of the work for them.
Continuing to work with us is likewise a stress-free event! We'll help manage and organize your financial life and take care of things you may not want to deal with. Clients who work with Cooperstown Financial receive undivided attention, focused listening, and very personal service. We respect our client's right to privacy and recognize their expectation that we have the expertise, resources, and product alternatives they want.
Continuing to work with us is likewise a stress-free event! We'll help manage and organize your financial life and take care of things you may not want to deal with. Clients who work with Cooperstown Financial receive undivided attention, focused listening, and very personal service. We respect our client's right to privacy and recognize their expectation that we have the expertise, resources, and product alternatives they want.
Services
Cooperstown Financial Services is committed to helping clients realize a better quality of life through informed financial decisions. We provide go-the-extra-mile service, common sense guidance, and access to top quality products & companies. We value long term relationships and take care of our clients like family.
At CFS you'll receive trusted professional guidance as we work together to establish an individual blueprint for your financial success. By utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate we help and encourage you to achieve your goals and your dreams.
Initially we'll take time to understand your current position and your concerns. We'll complete an analysis to identify areas where you and/or your business may lack effectiveness. By assessing cash flow, assets, liabilities, insurance coverage's, tax status, allocation, and financial objectives, we'll help you establish strategies, and an individual plan for success.
We have been working with individuals and businesses in the area for several years and as an independent agent & IBN Registered Representative I have available a variety of investment and insurance products. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.
Your inquiry has been received. We make every effort to respond in a timely fashion. You will hear from us as soon as we have the information you have requested, and if there is a delay we will acknowledge this and let you know so that you are not left waiting. If you enter Cooperstown from the South you'll stay on Rt. 28 which changes to Chestnut St. upon entering the village limits.
Reviews (1)
Scott Curtis
Oct 23, 2018
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