Cooper/Haims Advisors, LLC is a New York-based, independent Registered Investment Advisor (RIA) founded in 2014. The firm is dedicated to providing sound, unbiased financial advice and a high level of personalized service to its clients, who include individuals, high-net-worth individuals, trusts, and estates. Their core services encompass holistic financial planning, customized investment management, and thoughtful advisory, with a mission to help clients achieve their long-term financial goals through disciplined and strategic wealth management.

Founded in

United States