Cooper Eagle jobs and careers

About Cooper Eagle

We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products. We recommend investment products to our clients based on the needs of the client and not based on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interest at heart. Here’s how we can help: Individuals – Financial Planning Services: 1. Personal Financial and Estate Plans 2. Investment allocation and management 3. Retirement Savings and Drawdown / withdrawals Companies – Retirement Plan Consulting: 1. 3(21) and 3(38) Investment services 2. Fee Reasonableness and Fiduciary Training 3. Recordkeeping and administrative support