Cooper, Adel, Vu Financial and Tax Services

Centerburg, Ohio

Call (844) 262-5214 Visit website →

About

Cooper, Adel, Vu Financial and Tax Services, based in Centerburg, Ohio, offers estate planning and tax advisory services to clients navigating retirement account distributions, tax-efficient withdrawal strategies, and charitable giving. The firm's representatives are registered with CoreCap Investments and CoreCap Advisors, conducting both securities transactions and investment advisory services, with branch offices in Centerburg and Monroe, Ohio. The firm addresses concerns around managing pre-tax retirement accounts, minimizing capital gains taxes, and understanding the tax and Medicare implications of retirement withdrawals.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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