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Products & Services

At Cooley & Labas Financial Advisors, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Performance Based Services Available

Financial Planning

  • Retirement Planning
  • Tax Plans
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Fee Based Planning 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance 

Tax Planning

  • Relocation Tax Issues
  • Individual Tax Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Income, Gift, and Estate Planning