Financial Adviser | Business Owners@ Eagle Strategies, Llc
Boston, Massachusetts, United States
Ron Cooper, CFP, CLU
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Boston College
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FlashIntel GPTRon Cooper, CFP, CLU is a highly experienced financial advisor with 22 years of work experience. He specializes in investments, retirement planning, insurance, and fixed annuities. Based in the United States, Ron offers a range of insurance and financial products to meet various needs, including college funding, retirement planning, and lifetime income strategies. He is also licensed as an agent with New York Life Insurance Company and a Registered Representative of securities products and services. Ron's expertise and knowledge make him a valuable asset in the field of financial advice and investment advisory.
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About
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Business Phone: (978) 587-3675 Business Location: 150A Andover St., Suite 7B, Danvers, MA 01923 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0K28431.
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Financial Adviser | Business Owners
Financial Adviser
Ron Cooper, CFP, CLU's Professional Milestones
- Agent (2001-11-01~): Achieved excellence in delivering high-quality service, gaining high customer satisfaction and loyalty.
- Financial Services Professional (2001-11-01~): Provided exceptional financial advice and support to clients, maximizing their financial success.
Education
Skill
Investments
Retirement Planning
Retirement
Insurance
Fixed Annuities
Small Business
Long Term Care Insurance
Risk Management
Education Funding Strategies
Business Planning
Estate Planning
401k Rollovers
Certification
Colleagues
John Scheidegger
owner at wealth strategies group
Mark Howard, CLTC®, MS, MBA
founder - momentum wealth strategies | speaker | educator | we help our clients grow & protect their treasures
Marc J. Shuster, ChFC®, CLU®, LUTCF®
owner mjs financial group
Colleen M Stevens
owner of colleen m stevens financial services
Andrew Snyder
founder principal at snyder and associates financial planner advisor
Other Named Ron Cooper, CFP, CLU
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Ron Cooper, CFP, CLU's social media include: Linkedin,
Ron Cooper, CFP, CLU works for Eagle Strategies, Llc
Ron Cooper, CFP, CLU's role in Eagle Strategies, Llc is Financial Adviser | Business Owners
Ron Cooper, CFP, CLU's colleagues are John Scheidegger,Mark Howard, CLTC®, MS, MBA,Marc J. Shuster, ChFC®, CLU®, LUTCF®
Ron Cooper, CFP, CLU's latest job experience is Financial Adviser | Business Owners at Eagle Strategies, Llc
Ron Cooper, CFP, CLU's latest education in Boston College
