Whittaker Cooper Financial Group
1692 West Hibiscus Boulevard
Melbourne, FL (Florida) 32901-2631
Melbourne, FL (Florida) 32901-2631
Business Details
11 years Since 2004
Karen Wolf (Principle)
| Products: | 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Non-Qualified Retirement Plans, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries |
| Services: | Accounting, Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Asset Protection, Bookkeeping, Cash Flow, College Planning, College Saving, E-Services, General Ledger, Inheritance Planning, Internet Services, Money Management, Record Keeping |
| Specialties: | Divorce Planning, Mutual Funds, Wills |
| Professionals on Staff: | Analysts |
| Certifications: | Certified, Chartered Asset Manager, Registered Investment Advisor |
| Credit Rating: | Excellent |
| Sales Volume: | 500K |
| Employee Size Range: | 1-4 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 10-29 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |
Additional Categories
Whittaker Cooper Financial Group is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Accountants Certified Public Cpa
- Offices Of Certified Public Accountants > Accountants & Services > Accountants Certified Public
- Accounting, Auditing, And Bookkeeping Services > Accountants & Services > Accountants Certified Public
Related Categories in Melbourne, FL
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