Anne Cooper

Anne Cooper

Financial Advisor

My career in the financial services industry began in October 1987, and I became registered in September 1998. In January 2002, I established my sole practice, working with individuals and businesses.

In May 2009, I established CPG, Inc. (Cooper Planning Group), an independent agency offering group benefits and individual health insurance.  I am certified on the New York State of Health (Certification #SI17547).

Licensed in the State of NY for Life, Health and Accident insurance, I hold Series 6 and 63 Securities licenses and am also a Notary Public in Erie County. Furthermore, l am licensed to sell a variety of investment and insurance products.  Since 2002, I have held the professional designation of Registered Financial Planner and maintain that designation in good standing.


Phone (716) 794-3009
Fax (716) 592-9004