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.
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.
Robin Crouch *
Client Services Assistant
* 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.
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.
36 West Main Street
Centerburg, Ohio 43011
2190 Wapakoneta Ave.
Sidney, Ohio 45365
30 Overbrook Drive, Suite D
Monroe, Ohio 45050
2530 Western Ave., Suite A
Chillicothe, Ohio 45601
For any general inquiries, please fill in the following contact form: