Cooper Lapman Financial

Cooper Lapman Financial Financial planner in Boston
50 Congress St #245, Boston, MA 02109

Cooper Lapman Financial in Boston overview

Cooper Lapman Financial is a local financial planner in Boston, located at 50 Congress St #245, Boston, MA 02109. The firm serves clients during standard business hours Monday through Friday and is closed on weekends.

With a 5.0 average rating from Google reviews, Cooper Lapman Financial appears to deliver a strong client experience. The office operates in the America/New_York time zone, which is convenient for Boston-area professionals and businesses.

Location, hours and practical details

The practice is based in Boston’s financial district at 50 Congress St #245, Boston, MA 02109. This central location is accessible for downtown workers and nearby neighborhoods.

Office hours are Monday through Friday from 8:30 AM to 5:00 PM, with the office closed on Saturday and Sunday. Clients can plan in-person or virtual meetings during regular business hours, which align with typical work schedules in Boston.

Local financial planning focus in Boston

As a local financial planner, Cooper Lapman Financial is positioned to understand Massachusetts tax rules, cost of living, and retirement considerations that affect Boston residents. This local insight can be valuable for professionals, families, and small business owners who want advice tailored to the region.

While specific services are not listed in the summary, financial planners in this category often help with retirement planning, investment strategies, budgeting, and long-term financial goal setting. Prospective clients can confirm available services directly with the firm.

Online reputation and client experience

Cooper Lapman Financial currently shows a 5-star rating from 1 Google review, which suggests at least one client had a very positive experience. Even a single detailed review can provide insight into communication style, responsiveness, and professionalism.

Over time, collecting more verified reviews will help future clients better understand the firm’s strengths and consistency. It is a good idea to read the full text of any available reviews to see what clients highlight as most helpful.

How to compare Cooper Lapman to other advisors

When evaluating Cooper Lapman Financial against other Boston financial planners, consider factors such as credentials, fee structure, and whether they act as a fiduciary. You may also want to ask about their experience with situations similar to yours, such as retirement planning, college savings, or business exit planning.

Setting up an introductory call can help you understand their planning process and communication style. Bringing a list of questions about fees, investment philosophy, and how often you will meet can make that first conversation more productive.

Quick Answers

Where is Cooper Lapman Financial located?

Cooper Lapman Financial is located at 50 Congress St #245, Boston, MA 02109, in the heart of downtown Boston.

What are Cooper Lapman Financial’s business hours?

The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturday and Sunday.

What type of services does Cooper Lapman Financial offer?

The firm is listed as a financial planner, which typically includes guidance on investments, retirement, and overall financial strategy, though you should contact them directly to confirm specific services.

What is the Google review rating for Cooper Lapman Financial?

Cooper Lapman Financial has a 5.0 average rating based on 1 Google review, indicating a very positive initial client experience.

Is Cooper Lapman Financial a local Boston advisor?

Yes, the firm is categorized as a local financial planner in Boston and operates in the America/New_York time zone.

How can I decide if Cooper Lapman Financial is right for me?

Review their online presence and ratings, then schedule a consultation to ask about fees, planning approach, and experience with clients who have similar goals to yours.

Further reading and related resources

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Source: Cooper Lapman Financial

Monday: 8:30AM-5PM | Tuesday: 8:30AM-5PM | Wednesday: 8:30AM-5PM | Thursday: 8:30AM-5PM | Friday: 8:30AM-5PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
5 average rating from 1 reviews for Cooper Lapman Financial: https://search.google.com/local/reviews?placeid=ChIJH9CZLYRw44kR4f-gKdu6DrY&q=financial+advisor,+1741,+MA,+US&authuser=0&hl=en&gl=US