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How does the advisor help clients – Key Takeaways:
COOPERATIVE FUNERAL FUND INC acts as a financial expert by providing specialized financial services to clients seeking guidance with funeral planning and expenses. They offer personalized and compassionate support to individuals and families during a difficult time.
Facts and Insights:
According to publicly available data, COOPERATIVE FUNERAL FUND INC has been in business for over 20 years. As of 2020, they managed over $20 million in assets and have a total of 10 advisors on their team.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 1999 | $20+ | 10 |
Financial Services Offered:
COOPERATIVE FUNERAL FUND INC offers a range of financial services, including funeral trust planning, insurance funding, and investment options to help cover funeral expenses. They also provide support for estate planning and probate issues.
Client Types:
The financial services offered by COOPERATIVE FUNERAL FUND INC are primarily geared towards individuals and families in need of funeral planning and expense management. They also work with funeral homes and other funeral service providers to offer their services to clients.
Fees & Compensation:
COOPERATIVE FUNERAL FUND INC charges fees based on the services provided and the complexity of the client’s financial situation. They are transparent about their fees and do not receive any commissions for their services, ensuring unbiased advice for their clients.
Background:
COOPERATIVE FUNERAL FUND INC was founded in 1999 with the goal of providing support and guidance to families during the difficult time of planning a funeral. They have a team of experienced advisors who are dedicated to helping clients make informed financial decisions.
Financial Advisor Disclosures to Know:
COOPERATIVE FUNERAL FUND INC does not have any reported disciplinary actions by regulatory agencies or legal incidents in the past 10 years. They are a registered investment advisor (RIA) and are required to act in the best interest of their clients.