NetworkยทFamily Office

Cooper/haims Advisors, LLC

Unclaimed

๐Ÿ“ VICTOR, NY

Family Officefinancial services
www.esl.org/wealth/cooper-haims โ†—

SEC CRD #801-61599

About

Cooper/Haims Advisors, LLC | ESL Federal Credit Union Menu Third Party Site For your convenience esl.org provides a variety of information on our website that is not directly related to ESL products or services. This information is provided through the use of third party service providers via web links. By accessing these links, you will be leaving ESL Federal Credit Union s website and entering a website hosted by another party. ESL is not responsible for the content of this third party website. ESL does not represent either the third party or the member if the two enter into a transaction. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of ESL Federal Credit Union. You are encouraged to review the privacy and security policies of the site you are entering, which may be different than those of ESL. Continue Cancel Cooper/Haims Advisors, LLC Independent financial advice built around you. Learn More Cooper/Haims Advisors, LLC Our personalized and comprehensive approach capitalizes on our customized integration of tax preparation and tax planning expertise, integrity and experience, and elevated personal service so that you receive custom financial advice. Like you deserve. About Cooper/Haims Advisors, LLC A holistic path to independent financial advice built around you. Learn More on Our Website About Cooper/Haims Advisors In October 2019, Cooper/Haims Advisors joined ESL group of companies wealth managemen

Key Contact

JD

JOELLE DONAHOE

CCO

๐Ÿ“ž (585) 248-6400

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Geographic Focus

nyunited states
โ„น

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AUM

$1.2B

Check Size

$2Mโ€“$2M

Location

VICTOR, NY

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