Skip to content

  • Welcome
    • Join Our Team
    • For Internal Use Only
  • Retirement Plans
    • Our Approach To Retirement Plans
    • The AIF® Difference
  • Portfolio Management
    • Our 5-Step Planning Process
    • Managed Core Portfolios
      • Why we use ETFs
    • Equity Income Portfolio
  • Consulting Services
    • Insurance Planning
      • Compare Income Annuities 
    • Avoid Costly Annuity Mistakes
    • Financial Planning
    • Estate Planning
    • AML Audits
    • 1031 Consulting
      • Why a DST?
  • Our Advisors
  • Account Custodians
  • Contact
    • Terms of Use

Thomas J. Cooper, CFP®

Click to view/download full profile

999 Vanderbilt Beach Road, Suite 200Naples, Florida 34108
Office: 239.593.5525
Fax: 239.593.9731
Direct: 352.857.7273
Email: tcooper@namcoa.com
Schedule a phone appointment 
  • View #’s profile on Facebook
  • View wordpressdotcom’s profile on Twitter
  • View #’s profile on Instagram
  • View #’s profile on Pinterest
  • View #’s profile on YouTube
Schedule a phone appointment now  

NAMCOA® NEWS

  • Happy Thanksgiving !
  • A day to Honor Our Veterans
  • Client Note September 2021
  • SEI Campus
  • Manager of Managers
  • 3 Things to Know About Diversification
  • Active vs Passive Investing
  • 3 Things to Know About Personal Trust Services
  • 3 Things to Know About Asset Allocation
  • Client Note July 2021
  • 3 Things to Know About Behavioral Finance
  • 3 Things to Know About Tax Management
  • Retirement Plan Custodians
  • 2021 Interactive Broker Awards

Contact Information

Mailing: 999 Vanderbilt Beach Rd. Suite 200 Naples, FL 34108          Office: 239.593.5525
Fax:  239.593.9731
Toll-Free: 888.477.5525
Email: support@namcoa.com     Website: www.namcoa.com

Annuity Education Video

https://namcoa.com/wp-content/uploads/2021/03/NAMCOA-Annuity-Education-3-2-21.mp4

Firm Documents

NAMCOA Brochures
Business Continuation Plan 2022
Privacy Policy 2022
DOL Rule Notice 2-17-21
Terms of Website Use 2022

 

Loading Comments...