Cooper Davis

Services Offered

• investment management
• insurance strategy design
• financial planning

About

Cooper Davis is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive financial planning and investment strategies. His services include investment management and insurance strategy design, aimed at high net worth individuals, families, corporate executives, and businesses. Through an in-depth discovery process, Cooper ensures a thorough understanding of each client's specific situation, time horizon, and risk tolerance.

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