Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Jerald Cooperman will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does Jerald Cooperman offer as a financial advisor?
Jerald Cooperman specializes in retirement planning strategies, wealth preservation strategies, family finances, domestic partner planning, and investments.
Where is Jerald Cooperman's financial advisory office located?
The office is located at 4765 E 91st St, Ste 150, Tulsa, OK 74137, USA.
How can I schedule an appointment with Jerald Cooperman?
You can schedule an appointment online through their reservation page at https://www.ameripriseadvisors.com/team/fields-wealth-management/contact.
Does Jerald Cooperman offer online appointments?
Yes, Jerald Cooperman offers online appointments along with onsite services.
What is the best way to contact Jerald Cooperman by phone or email?
You can call at +1 918-794-4202 or email jerald.r.cooperman@ampf.com to get in touch.
What nearby businesses offer complementary financial or real estate services?
Nearby, you can find Cornerstone Home Lending for mortgage services, Carleton And Associates - Ameriprise Financial Services, and several real estate agents like Heidi McMurray Realtor and Jeff Morris Realtor at Keller Williams Preferred.
Are there any local dining options near Jerald Cooperman's office?
Yes, Simple Simon's Pizza Corporate Offices and Kaffe Bona cafe are nearby, perfect for grabbing a meal or coffee before or after your appointment.
What healthcare or wellness services are available near the financial advisory office?
Nearby wellness services include Renew Physical Therapy Specialists, Breathe Birth & Wellness for prenatal care, and Dr. Z in Motion offering chiropractic and physical therapy.
How might I combine a visit to Jerald Cooperman with some leisure time?
You could visit Southern Woods Park Tulsa Oklahoma, a nearby park and event space, for outdoor relaxation before or after your financial planning session.
Does Jerald Cooperman maintain an active online presence for additional information?
Yes, you can find more information on their LinkedIn page, Facebook page, Instagram @fields_wealth_management, and their official website.