Edward Jones – Financial Advisor: Kevin L. Cooper, CEPA®, specializes in delivering personalized financial services to individuals, families, and business owners in the Greene, NY area. As part of Edward Jones, a nationally recognized investment firm, Kevin Cooper brings a tailored approach to financial advising, helping clients achieve their long-term financial goals through thoughtful planning and relationship-based service. With the CEPA® (Certified Exit Planning Advisor) designation, Kevin offers unique insights to business owners preparing for succession or transition, positioning himself as a trusted advisor in an often complex process.

Focused on building long-term relationships, Kevin Cooper takes the time to understand each client’s needs, guiding them through investment strategies, retirement planning, education savings, and more. His affiliation with Edward Jones gives clients access to research-driven tools, a broad range of investment products, and a consistent, client-first philosophy. Known for a commitment to community involvement, Kevin actively supports local events and nonprofit efforts, reinforcing his role as a dedicated financial partner within the community. Whether you’re saving for retirement, planning for your children’s education, or managing generational wealth, Kevin Cooper offers dependable, strategic financial guidance.

Website: https://www.edwardjones.com/us-en/financial-advisor/kevin-cooper

Key Services:

– Personalized financial and investment planning
– Retirement income strategies
– Business owner exit planning (CEPA® certified)
– Education and college savings strategies
– Wealth management and estate considerations
– Tax-sensitive investment strategies
– Portfolio review and management
– Life insurance and long-term care planning