Cooper, Adel, Vu Financial
We created Cooper & Adel Financial for one reason: we believe that financial products and financial planning should be part of a solid, comprehensive legal plan. So often, financial products are sold in isolation. They are sold on cost or by benefits of a product alone, not looking at the bigger picture. Financial planning that is blind to the overall needs of the client is risky at best, but for seniors and their families, it can be disastrous. Financial products don't always fit in your overall plan, or they may fit later but not now. When we make a financial recommendation as part of your "Life Plan", we want you to understand it and how it fits. After you hear a thorough explanation, you will have the information you need to make an informed decision. We will support your decision.
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Verified contacts
12
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- DW
Dan Weingartner
Wealth Management Advisor · Finance & Accounting
EmailPhone - JJ
Jeff Jones
Financial Advisor · Finance & Accounting
EmailPhone - JG
Julian Guilfoyle
President & Investment Advisor - Cooper, Adel, Vu Financial · Other
EmailPhone
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Top roles at Cooper, Adel, Vu Financial
9 distinct titles indexed · top 9 shown.
- 2financial advisor
- 1',
- 1director of tax operations
- 1financial service representative
- 1financial services representative
- 1financial services representative - irs enrolled agent
- 1investment advisor
- 1president & investment advisor - cooper, adel, vu financial
- 1wealth management advisor
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