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COOPER McMANUS
As an office of supervisory jurisdiction (OSJ), Cooper McManus manages compliace and provides consulting and other business services to the independent advisors in its network, including Tadman Financial. Their community of advisors shares a commitment to exceptional, professional, knowledgeable, and values-driven service.
ADVISORS EXCEL
Advisors excel, is a national insurance marketing organization supporting financial professionals, Broker/Dealers, and financial institutions with a structure designed to match the unique business model of each organization and individual they serve. They provide client planning solutions through the optimal use of life insurance, annuities, and long-term care.
RECENT ARTICLES
Market Commentary | April 21st, 2025
Weekly Market CommentaryApril 21st, 2025Week in Review... U.S. equities experienced a downturn last week, reversing the sharp gains from the previous week. Both the S&P 500 and Nasdaq indices have now fallen for the third time in the last four weeks. Treasuries...
April 14th, 2025
Weekly Market CommentaryApril 14th, 2025Week in Review... Market indexes continued to experience significant volatility as investors adjusted their future expectations in response to increasing global trade tensions. The S&P 500 rose by 5.70% The Dow Jones...
Client Appreciation Event | Wine Tasting @ Dude Dewalt Cellars
client appreciation event Wine TastingWe at Tadman Financial are inviting our esteemed clients, including up to four guests, to our inaugural Client Appreciation event at Dude Dewalt Cellars in Eagle, Idaho, on May 24, 2025, from 2:00 pm to 4:00 pm. It is our great...
TAX PROFESSIONALS
We partner with your CPA to build comprehensive financial plans for your unique situation. We can also recommend a CPA or tax professional to you to ensure you are getting the best advice.
ESTATE PLANNING PROFESSIONALS
We will partner with your estate planning attorney to work on an optimal solution for your estate planning needs. It is important to us that you are getting the best advice from professionals in their area. We can also recommend attorneys who specialize in estate planning.
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RECENT ARTICLES
Market Commentary | April 21st, 2025
Weekly Market CommentaryApril 21st, 2025Week in Review... U.S. equities experienced a downturn last week, reversing the sharp gains from the previous week. Both the S&P 500 and Nasdaq indices have now fallen for the third time in the last four weeks. Treasuries...
April 14th, 2025
Weekly Market CommentaryApril 14th, 2025Week in Review... Market indexes continued to experience significant volatility as investors adjusted their future expectations in response to increasing global trade tensions. The S&P 500 rose by 5.70% The Dow Jones...
Client Appreciation Event | Wine Tasting @ Dude Dewalt Cellars
client appreciation event Wine TastingWe at Tadman Financial are inviting our esteemed clients, including up to four guests, to our inaugural Client Appreciation event at Dude Dewalt Cellars in Eagle, Idaho, on May 24, 2025, from 2:00 pm to 4:00 pm. It is our great...
CONTACT US
FOLLOW US
Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.