Cooper McManus
Irvine, United States (US) · Finance and Banking
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Cooper McManus is a trusted wealth management firm based in Irvine, California, dedicated to providing personalized financial planning services to individuals and families.We understand that financial planning is more than just numbers; it’s about understanding your dreams and aspirations for a fulfilling life.
Overview
We understand that financial planning is more than just numbers; it’s about understanding your dreams and aspirations for a fulfilling life. Our approach begins with a deep dive into your personal circumstances, values, and goals – going beyond traditional financial analysis to uncover your true priorities.
Cooper McManus distinguishes itself through a holistic, relationship-focused approach, combining decades of experience with a commitment to building long-term trust. We offer a comprehensive suite of services, including retirement planning, investment management, estate planning, and tax strategies, all tailored to your unique needs. We are a Registered Investment Advisory Firm, and our team collectively brings over 135 years of experience to the table, ensuring you receive expert guidance every step of the way.
We are committed to providing minimal hassle and maximum results, helping you navigate life’s transitions with confidence.
Contact Details
Irvine, United States (US), 9870 Research Drive
Founded
1999
Company Type
Private Limited Company
Employees
10-20
Categories
Services
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