Cooper Financial Investments, LLC

Cooper Financial Investments, LLC is a financial planner in Mesa, Arizona, specializing in retirement planning for retirees and those transitioning into retirement. The firm offers comprehensive financial services including asset allocation, income planning, Social Security strategy, tax planning, and education planning, with a focus on protecting clients’ life savings from market volatility. It serves individuals seeking long-term financial security and peace of mind, leveraging a holistic approach that integrates investment management with personalized advice. The firm maintains a 5.00 rating based on customer reviews, reflecting strong client satisfaction.

The firm’s approach centers on building resilient portfolios designed to perform defensively during economic downturns and opportunistically in favorable markets. It emphasizes creating lasting financial legacies, reducing income tax liabilities, and ensuring sustainable income streams. Cooper Financial Investments partners with Gradient Investments, LLC, a firm led by CFA® charterholders with decades of experience, to manage client portfolios. The team includes Brad E. Cooper, President and Founder, along with investment advisors and administrative professionals who support clients through a structured, relationship-driven process.

Located on East Baseline Road in Mesa, the firm sits within a commercial building near Val Vista Lakes Rose Garden, a public park about a third of a mile away. It is situated just a short distance from North and South Val Vista Drive, with nearby medical facilities including the Four Peaks Pain Center and Arizona Cardiovascular Consultants within a few hundred meters.

With a perfect 5.00 rating and a client-focused philosophy, Cooper Financial Investments is recognized for its commitment to financial stability and personalized service. The firm stands out in Mesa for its specialized focus on retirement readiness and its use of experienced, certified professionals to guide clients through complex financial decisions. Its dedication to long-term security and legacy planning makes it a trusted resource for residents in the Mesa area.