Cetera Financial Specialists LLC

Cetera Financial Specialists LLC is a financial planner in Irmo, SC. Milton Cooley, an enrolled agent and fiduciary, provides financial planning, retirement planning, and income tax services to individuals, families, and businesses. He helps clients with asset accumulation, preservation, and transfer, and assists with IRAs, 401ks, mutual funds, fixed and variable annuities, life insurance, health insurance, Medicare plans, long-term care insurance, disability insurance, and 529 plans. He is registered under series 6, 63, and 65.

Milton Cooley established a tax practice in 1991 and added financial services in 2001. He is a graduate of the University of SC Darla Moore School of Business, where he studied finance and economics. As an enrolled agent, he is authorized to represent taxpayers before the Internal Revenue Service. He offers strategies for total wealth maximization through tax liability minimization and investment optimization. Services are available on a commission basis or through an Assets Under Management model. The initial consultation is free.

He is affiliated with Cetera Financial Specialists LLC, which serves as the broker-dealer responsible for executing trades. This affiliation allows him to recommend financial solutions without being tied to sales quotas or proprietary products. He helps clients with estate planning, home ownership, college funding, and business startups. He evaluates risk tolerance and financial conditions to address immediate and long-term objectives.

His office is located at 29 Olde Stream Ct, Irmo, SC 29063. The office phone is 803.732.4288, toll-free is 877.439.3514, and fax is 803.753.9897. The investments email is [email protected], and the tax email is [email protected]. The tax website is https://taxonwheels.com. He has two daughters, Dr. Joya Cooley and Dr. Amber Cooley Vensko. He enjoys listening to live jazz music.

Cetera Financial Specialists LLC offers integrated tax and financial planning services to the Irmo community.

The office sits on Olde Stream Ct, about a fifth of a mile from Lake Murray Boulevard and less than a third of a mile from Midlands Technical College - Harbison Campus.

BizScoreAI awards a Content Quality score of 100 out of 100, which ensures the website clearly answers customer questions and provides content that AI assistants can quote directly. A Performance score of 88 out of 100 reflects fast website loading speeds that keep visitors engaged and support search engine rankings. The business ranks number 2 of 4 Financial planner businesses that BizScoreAI has scored in Irmo.

Services:

• Education Funding
• Estate Planning
• Investments
• Retirement Planning
• Tax Planning