Here’s our story. We look forward to hearing yours.
At Robert Cooper & Associates, Inc., our sole focus is YOU.
Our mission is to help our clients reach their financial goals while using the upmost integrity and character. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help you work toward your financial independence.
Serving individuals and families in the Piedmont Triad since 1993, we have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Meet Robert Cooper
As an Investment Adviser Representative with Robert Cooper & Associates, Inc., Robert Cooper is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Robert entered the financial services industry in 1989 and founded his company four years later. Focusing his career on retirement planning, 401(k) rollover, asset protection and long-term care, Robert enjoys leading a team of professionals to help others receive the dedicated care they deserve when planning for and living out their financial futures.
Robert is an Investment Adviser Representative. He holds his North Carolina life and health insurance licenses and has passed his Series 65 securities exam. Additionally, he earned a Bachelor’s degree in Business and Economics from Catawba College.
Robert and his wife, Belinda, reside in Colfax with the ruler of the house: their Maltese. They have two grown children, Amanda and James. In his spare time, Robert enjoys running, volunteering at church and keeping up with his coin-collecting hobby.
Lou Blackman is the office manager of Robert Cooper & Associates, Inc., overseeing the firm’s daily operations. He has nearly three decades of experience working in the insurance financial services industry. He is a licensed insurance professional and can offer insurance products and services. He has two sons and is an avid Carolina Panthers fan.
Belinda Cooper is the administrator at Robert Cooper & Associates and has almost 30 years’ experience working in the insurance industry. Se is a licensed insurance professional and can offer insurance products and services. She is a huge fan of Law & Order: SVU and taking trips to the beach.
It is important to feel you have control over your future. At Robert Cooper & Associates, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at firstname.lastname@example.org or call us at (336) 993-2012 today!
Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your copy.
Robert Cooper and Associates, Inc is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Robert Cooper and Associates, Inc are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.