About My Practice
We are a father and son team with over 75 years of experience (Sid has 53 years and Michael has 27 years). Sid began in 1960 and services some of the same clients today as he did when he began in the business. Michael has distinguished himself as a former KPMG Peat Marwick CPA, ChFC® and a Certified Financial Planner™ professional. In a field of over 630,000 registered securities representatives (less than 10% have our designations, experience and have a CPA license-FINRA website 2012), we are a team of only a handful that has this length of experience and holds such varied licenses and designations.
We also understand the importance of family, and treat our clients with the respect and attention that a family member deserves. We are proud of the business that we have created. Our clients know and count on us for our honesty, excellence and results.
To discuss your unique tax and financial situation, and how we can help you reach your goals, please contact us to arrange a discovery meeting.
I began as a CPA with KPMG Peat Marwick gaining valuable experience in their tax and audit divisions. It is here where the tax training and experience has enabled me to make informed decisions for my clients and I continue to keep my CPA license current with the New York State Licensing Department.
After my tax and audit experience with KPMG Peat Marwick, I joined my father's 30 year old practice and became a Certified Financial Planner™ practitioner and Chartered Financial Consultant® professional and created the Michael Cooper Group.
In our practice, we find that our clients have unique stories and we truly seek to understand what matters most to them. We use a sensitive consultative approach involving our network of caring professional advisors to help our clients simplify their complicated lives. We help our clients make informed financial decisions as they transition through their life cycles of wealth accumulation, wealth preservation and wealth transfer.
The combination of an active CPA license with New York and the CFP® and ChFC® designations, creates a solid foundation for the review of the many tax and financial issues that our clients are faced with on a daily basis.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: NY, NJ, Health/disability insurance: NY, NJ, Fixed annuities: NY, NJ, Variable annuities: NY, NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Consultant (ChFC®)
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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