Cooper Financial Services, Inc.

Cooper Financial Services, Inc. Retirement, investment and financial planning services. Cooper Financial Services, Inc.

(CFS) has been providing a broad range of financial planning services to individuals and businesses for more than thirty-five years. We have built our practice through a dedication to service that we demonstrate at every level of our relationships. Our Values
At CFS, Incorporated, we believe that whether your aspirations are very simple or quite complicated, actually achieving them is never easy.

It takes hard work, expert advice, careful planning and a commitment to doing things right over a very long period of time.

Experience a big life change recently? If you have life insurance, you may no longer be adequately covered 🤔 Here are a ...
03/04/2024

Experience a big life change recently? If you have life insurance, you may no longer be adequately covered 🤔 Here are a few big changes that mean it’s time to review your policy:

✔️ You married or divorced.
✔️ You welcomed a child into your family.
✔️ You started a new job or a business.
✔️ You received a medical diagnosis that may require costly treatments.
✔️ You purchased a home.

If you’re not sure if an event qualifies as a significant life change, just ask – we’re happy to help.

In the meantime, share this post to spread the word!

It's time for us to put on our Santa hats and make sure we have everything ready for the upcoming tax season 🎅While it m...
12/19/2023

It's time for us to put on our Santa hats and make sure we have everything ready for the upcoming tax season 🎅

While it may seem early, now is a great time to start gathering your tax documents and send them our way before the end of the year 🗓️

So check your list, check it twice! 📝 And don’t worry, we made a list for you to follow as you do! 😉 If you have any questions over the next few months, don’t hesitate to send us a message. That’s what we’re here for!

Whether you are celebrating holidays or simply taking some time to slow down, we hope you’re getting in some rest and qu...
12/07/2023

Whether you are celebrating holidays or simply taking some time to slow down, we hope you’re getting in some rest and quality time with family ☕

What is your favorite part about winter? We’d love to hear 😊 Let us know in the comments below!

It’s important to align your savings strategy with the latest changes to retirement contribution limits. Here's an overv...
11/29/2023

It’s important to align your savings strategy with the latest changes to retirement contribution limits. Here's an overview of what you need to know for 2024:

📈 For 401(k), 403(b), 457 Plans & Thrift Savings Plan:
- New Contribution Limit: $23,000 (up from $22,500 last year)
- 50+ Age Catch-Up: Still at $7,500, making the max contribution $30,500

💰 For Traditional & Roth IRAs:
- Increased Contribution Limit: Now $7,000 (previously $6,500)
- 50+ Additional Catch-Up: Remains $1,000, totaling max of $8,000

🔍 Roth IRA Income Phase-Out Range:
- Single Filers/Heads of Household: Between $146,000 and $161,000
- Married Filing Jointly: Between $230,000 and $240,000

If you're unsure about how these changes impact you, we’re here to help. Reach out anytime for guidance on your 2024 retirement savings strategy!

Address

1000 Bridgeport Avenue Ste 308
Shelton, CT
06484

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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