Chevron Federal Credit Union is pleased to announce its partnership with the Cooper Network of Morgan Stanley Smith Barney.  The Cooper Network is a nationwide group of financial advisors within Morgan Stanley Smith Barney that provides personal investment and financial planning services for individual investors. 

Using both proprietary planning software as well as Morgan Stanley Smith Barney’s state of the art technology, Cooper Network advisors can assist you in assessing your personal retirement planning, education planning and portfolio diversification needs.  The Cooper Network has helped thousands of individuals plan for life’s goals along the road to their ultimate goal of retirement, such as buying a home, a new car, or putting a child through college.  They are knowledgeable of the various treatments for the receipt of lump sum retirement plan distributions and provide a variety of complimentary services that will help you make the critical financial decisions that arise in one’s life.

The Cooper Network also hosts a series of educational seminars on investment strategies.  These seminars are designed to provide you with information about Cooper Network’s retirement planning, estate planning, and tax planning services.  If you are looking for insights on the current market, interested in learning about investment methods, or simply need investment ideas, you will likely find the seminars pertinent. 

Call Cooper Network today at 866-546-1453 and ask about a no cost, no obligation initial consultation with a financial advisor. Click here to visit them online and read educational articles, download brochures, or send them an email. 

Morgan Stanley Smith Barney LLC Member SIPC

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice.  To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

 

 

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