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Financial Advisors

COOPER FINANCIAL SERVICES, INC.

Financial Advisor serving Shelton, Connecticut · 1 of 13 financial advisors in the area

📍 1000 BRIDGEPORT AVENUE, SHELTON, CT 06484
📞 (203) 248-••••
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📍 1000 BRIDGEPORT AVENUE, SHELTON, CT 06484

About COOPER FINANCIAL SERVICES, INC.

COOPER FINANCIAL SERVICES, INC. is a financial advisor located in Shelton, Connecticut. As a local financial advisor, they serve Shelton and surrounding communities in Connecticut. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Shelton should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Connecticut securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Shelton

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Shelton may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Shelton

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Shelton?
Financial Advisors in Shelton typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Shelton?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 13 financial advisors in Shelton to choose from.
Does COOPER FINANCIAL SERVICES, INC. offer free quotes?
Contact COOPER FINANCIAL SERVICES, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Shelton

THE WINTHROP CORPORATION

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WRIGHT INVESTORS SERVICE INC

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AST INVESTMENT SERVICES, INC.

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INVESTMARK ADVISORY GROUP LLC

3 ENTERPRISE DRIVE, SHELTON, CT 06484

BRIDGELIGHT FINANCIAL ADVISORS, INC

1 ENTERPRISE DRIVE, SUITE 405, SHELTON, CT 06484

WRIGHT PRIVATE ASSET MANAGEMENT LLC

2 CORPORATE DRIVE, SHELTON, CT 06484