Cooperstown Financial Services, LLC - Cooperstown, New York

Cooperstown Financial Services, LLC: A Trusted Financial Advisor

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Cooperstown Financial Services, LLC stands as a reliable and dedicated resource. Located at 99 Chestnut St, Cooperstown, NY 13326, and reachable at Phone: 73224032, this financial consulting firm offers personalized services designed to promote financial well-being and achieve long-term goals. Their website, Website: cooperstownfinancial.com, provides further information about their services and approach.

Specialties and Services

Cooperstown Financial Services specializes in providing comprehensive financial consultant services. They cater to a diverse clientele, assisting with a wide range of financial needs, including retirement planning, investment management, estate planning, and income tax preparation. The firm emphasizes a holistic approach, recognizing that financial decisions are often intertwined with broader life goals and values. Scott Curtis, the principal consultant, has cultivated a reputation for offering insightful and strategic guidance, focusing on building strong, lasting relationships with clients.

Location and Accessibility

The firm’s physical location at 99 Chestnut Street in Cooperstown, NY, offers a convenient and professional setting for client meetings. Beyond the address, Cooperstown Financial Services prioritizes accessibility for all clients. The building features a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to inclusivity. Furthermore, a wheelchair accessible restroom is available on-site, ensuring comfort and convenience for all visitors. The office also provides free parking lot for client convenience. Appointments are recommended to allow for dedicated time and personalized attention to each client’s unique situation. The firm understands the importance of scheduling and strives to accommodate client preferences.

Client Testimonials and Reputation

Recent feedback consistently highlights the exceptional service provided by Cooperstown Financial Services. The company has garnered 6 reviews on Google My Business, with an impressive average opinion of 4.7/5. Many clients express deep gratitude for Scott Curtis's guidance, particularly regarding sensitive matters such as financial planning for retirement or estate distribution. There is a clear emphasis on a deeper level of support, moving beyond simple investment advice to incorporate principles of stewardship. Several families have reported significant confidence gains after engaging with the firm’s services, attributing this to the thoroughness of the consultations and the clarity of the recommendations. One family specifically mentioned five grateful members now under Scott Curtis’s care, showcasing the breadth of the firm’s positive impact.

Key Characteristics and Approach

• Personalized Service: Every client receives tailored advice based on their individual circumstances and goals.
• Holistic Planning: Financial strategies are developed with a comprehensive view, considering all aspects of a client’s financial life.
• Strategic Guidance: Scott Curtis’s expertise provides clients with informed decisions and a clear path forward.
• Relationship-Focused: Building long-term relationships based on trust and mutual understanding is a core value.

Cooperstown Financial Services, LLC is dedicated to empowering clients to achieve their financial aspirations. The firm’s commitment to accessibility, combined with its expertise and client-centric approach, makes it an ideal partner for individuals and families seeking sound financial guidance. The firm’s success is likely built upon a foundation of meticulous planning, proactive communication, and a genuine interest in the well-being of its clients. Further details and a more in-depth understanding of their services can be found on their website.

👍 Reviews of Cooperstown Financial Services, LLC

Alyson B.

5/5

Our family is thankful for Scott Curtis' guidance in such sensitive and important matters as our finances. He is always quick to reply to our needs online, by phone, or to set up an appointment. We appreciate his time and attention in educating us so we are confident in decisions. Scott's counsel includes an understanding of stewardship which we value as a deeper level of support. There are now 5 grateful family members who are under Scott's care.

Joe K.

5/5

Scott was very helpful and knowledgeable regarding the financial options available to us. He steered us in a direction we were comfortable with and we are very happy with our decisions.
Thank you Scott!

Dave T.

5/5

Scott is so responsive to our needs.

Jennifer M.

5/5

Scott is always patient and helpful!

Nicholas F.

5/5

the best

Stevan P. K.

3/5