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Cooper/Haims Advisors, Llc

EST. AUM
$1,181,082,795

CONTACTS
7

CLIENT ACCOUNTS
1,654

Firm Details

Metro area Rochester
CRD Number 124122
Website cooperhaims.com
Client types

Overview

Financial success introduces new complexities and necessitates a greater responsibility in wealth management. Since 1981, Cooper/Haims has been dedicated to helping clients focus on their future by providing objective, independent financial advice tailored to their needs. This philosophy informs every decision made by the firm, which operates as a fee-based advisor—a model they adopted long before it became the industry standard. As a Registered Investment Advisor, Cooper/Haims is legally obligated to prioritize clients' interests, offering independent and professional advice without proprietary products or hidden agendas. Their personalized and comprehensive approach integrates tax preparation and planning expertise, ensuring clients receive the highest quality financial guidance.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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