We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products. We recommend investment products to our clients based on the needs of the client and not based on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interest at heart. Here’s how we can help: Individuals – Financial Planning Services: 1. Personal Financial and Estate Plans 2. Investment allocation and management 3. Retirement Savings and Drawdown / withdrawals Companies – Retirement Plan Consulting: 1. 3(21) and 3(38) Investment services 2. Fee Reasonableness and Fiduciary Training 3. Recordkeeping and administrative support
| Website | http://www.coopereagle.com |
| Employees | 7 (3 on RocketReach) |
| Founded | 2021 |
| Address | 200 Lawrence Dr, West Chester, Pennsylvania 19380, US |
| Industry | Financial Services |
| Keywords | Financial Advisor, Investment Advisory, Independent Advisor, Fiduciary Advisor, Financial Planning, Registered Investment Advisor, Wealth Management, Investment Consultant, Portfolio Management, Wealth Advisor, Investment Management, Financial Consultant, Retirement Planning, Long Term Investing, Estate Planning, Asset Allocation, Tax Planning, Risk Management, Investment Strategies |
| Competitors | Samsara, GEOTAB, Teletrac Navman, Fleet Complete company, GPS Trackit, Logistics Management, Fleetistics, ZGL Technologies, Verizon Connect +28 more (view full list) |
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Cooper Eagle Questions
Andrew Cooper is the Founder and President of Cooper Eagle.
3 people are employed at Cooper Eagle.
Cooper Eagle is based in West Chester, Pennsylvania.
Top Cooper Eagle Employees
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Andrew Cooper
Founder and President at Cooper Eagle
United States33 -
Rick Elam
Retirement Plans Executive Consultant at Cooper Eagle
Pottstown, PA, US21 -
Rebecca Bleivik
Client Service and Operations Lead at Cooper Eagle
Spring City, PA, US2
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