jill cooper

vice president

About

For over 25 years, I have been working with businesses and individuals providing employee benefit planning as well as estate and financial planning in the New York/New Jersey metropolitan area. I pride myself in getting to know my clients, their families and their businesses. My objective is to understand your specific needs and goals and then help you devise a plan that works for you. One of the things I enjoy most about what I do is providing my clients with multiple strategies that result in the most cost effective options for them. Member of the Greater New Jersey Estate Planning Council. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Please visit our website for additional disclosures. Follow me on Facebook: www.facebook.com/jillcoopercapacitymember

Country

united states

City

mahwah

Industry

financial services

Skill

wealth management, insurance, employee benefits, retirement planning, 401 retirement savings plans, financial advisory, financial planning, investments, estate planning, life insurance, long term care, disability insurance, health insurance, finance, securities, sep/simple ira's, retirement plan consulting, keyman insurance, business succesion planning, health savings accounts, strategic financial planning, strategic planning, term life insurance, underwriting, commercial insurance, property and casualty insurance