Janet Cooper - Janet S Cooper I began my career as a financial services professional in 1975 in Vermont. I hold a degree in Business from the University of Phoenix. My goal is to develop lifelong relationships with clients. I do this by taking the time to listen to their unique concerns and position them accordingly. My expertise includes Investment Advisory services, including traditional and socially responsible products, protection products and estate planning. I am an accomplished public speaker and financial educator, providing programs for non-profit institutions, private companies and affinity groups. I am a member of NAIFA and a Life Qualifying member of MDRT.
I have been a member of WBON since 2012. I attend Fall and Spring conferences in addition to the Burlington Chapter meetings whenever I can. I have been a presenter at the Burlington Chapter in 2016 discussing information relevant to helping women to design effective financial roadmaps. I also was a presenter at another Burlington Chapter meeting in 2014 discussing similar investment, and overall financial strategies for Women.Disclosure: Janet Cooper is a registered representative of and offers securities and financial planning services through MSI Financial Services, Inc. Member SIPC. Investment advisory services are offered through MSI Financial Services, Inc., and/or Baystate Wealth Management LLC, each a registered investment adviser. Baystate Financial, Baystate Wealth Management LLC and Cooper Financial are not a subsidiaries or affiliates of MSI Financial Services, Inc., or its affiliated companies.