Excellence.  Integrity.  Caring.  
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Welcome to Cooper Associates!

Cooper Associates is a respected wealth management firm serving the Inland Empire by offering fee-based financial advice to individuals and families.

We can help you:

  • Organize your current financial situation and goals to give you confidence in your future.

  • Begin personalized financial planning including all the best ideas that are relevant to your personal situation.This planning is an on-going process that continues for a lifetime.

  • Create an investment portfolio that considers your personal risk tolerance and is tailored to best achieve your unique goals. 

  • Update your planning in regular review meetings. The economy changes, tax laws change, and your situation changes over time.We work with you over the long term to help you best achieve your goals.

  • Provide you the peace of mind that comes from working with trusted, experienced professionals.

Please look around the website to get more information on who we are and what we offer.

Thank you for your interest and we look forward to serving you.

You can reach us by phone, fax or email:

Phone:    (951) 681-1502

                (800) 531-7754

Fax:        (951) 681-0659

Paul's email:

Lisa's email: lisa@coopassociates.com

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This communication strictly intended for individuals residing in the states of AL,AZ,CA,CO,GA,ID,MO,NC,NV,OR,SC,SD,TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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