1-844-262-5214

We created Cooper & Adel Financial for one reason:  we believe that financial products and financial planning should be part of a solid, comprehensive legal plan.  So often, financial products are sold in isolation.  They are sold on cost or by benefits of a product alone, not looking at the bigger picture.   Financial planning that is blind to the overall needs of the client is risky at best, but for seniors and their families, it can be disastrous. ​

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Financial products don't always fit in your overall plan, or they may fit later but not now.  When we make a financial recommendation as part of your "Life Plan", we want you to understand it and how it fits.  After you hear a thorough explanation, you will have the information you need to make an informed decision.  We will support your decision.

 

FINANCIAL TEAM

Julian Guilfoyle

Vice President
Financial Advisor

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Rhett Butler 
Financial Advisor
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Jacob Sansom
Financial Advisor
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Kathy Cooper
Financial Consultant
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Mary Guilfoyle
Client Services
Representative
Robin Crouch *
Client Services 
Manager
Dylan Schalmo
Client Services Assistant
               Lauren
Cooper ***
Consultant
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Megail
Gaumer
Administration
Roy
Whited **
Consultant
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    * Robin is a Certified Paralegal by the National Association of Legal Assistants, Inc.

  ** Roy Whited is a Certified Long Term Care Professional, a CLTC, which indicates that he has completed a rigorous multidisciplinary course of study focused on long term care planing.

*** Lauren Cooper is a Senior Associate Attorney with Cooper, Adel and Associates, LPA. She holds the CSSCS (Certified in Social Security Claiming Strategies) designation.

Securities offered and sold by CoreCap Investments, Inc., member FINRA/SIPC.  Advisory services provided through CoreCap Advisors, Inc., a registered investment adviser.  Cooper & Adel and the CoreCap companies are separate and unaffiliated entities. 

Financial Review

In some cases, our attorneys will recommend a Financial Team Review. The purpose of this review is to look in detail at your insurance policies, annuities and other financial vehicles within the context of your specific family-health-money situation. Once we understand what you have, we can make a better recommendation. 

Securities sold through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC; advisory services offered by CoreCap Advisors, Inc., a registered investment advisor. Cooper and Adel Financial and CoreCap are separate and unaffiliated entities. 

 

CONTACT US

1-844-262-5214

Centerburg Office

36 West Main Street

Centerburg, Ohio 43011

Sidney Office

2190 Wapakoneta Ave. 

Sidney, Ohio  45365

Monroe Office

30 Overbrook Drive, Suite D

Monroe, Ohio  45050

Chillicothe Office

2530 Western Ave., Suite A

Chillicothe, Ohio  45601

For any general inquiries, please fill in the following contact form: