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This profile was last updated on 7/10/2017 and contains contributions from the  Zoominfo Community.

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Wrong Colleen Huff?

Colleen M. Huff

Operations Manager

Copper Beech Financial Group LLC

HQ Phone:  (856) 988-8300

Direct Phone: (856) ***-**** ext. ***direct phone

Email: c***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Copper Beech Financial Group LLC

1223 N. Church Street

Moorestown, New Jersey,08057

United States

Company Description

At Copper Beech Financial Group, LLC our mission is to assist high net worth families in managing, preserving, and transferring wealth through generations. We believe that in order for families to maintain their wealth through generations, a consistently stead...more

Web References(4 Total References)


About Copper Beech | Our Team - Copper Beech Financial Group, LLC

www.copperbeechfg.com [cached]

Colleen Huff


About Copper Beech | Our Team - Copper Beech Financial Group, LLC

www.copperbeechfg.com [cached]

Colleen Huff


Colleen Huff : Family Office | Managing Wealth Through Generations | Financial Advisors | Generational Planning | Asset Protection | Trusts | Family Governance | New Jersey | Copper Beech Financial Group

www.copperbeechfg.com [cached]

Colleen Huff
Colleen Huff Colleen is responsible for managing the business operations & finances of the company working directly with Managing Director, John Parise. Colleen began working for a patent administrative company directly out of college and was responsible for the management of their multimillion dollar licensing operation which included database development, marketing procedures as well as financial accounting. She entered the financial services industry in 2004 as part of the management team at Lincoln Financial Advisors, where she supported the Managing Director and Top Advisors in the development of systems and processes working in areas of investments, financial planning, insurance, marketing & operations. Utilizing these skills, she joined John in 2008 as a Practice Manager. Today, along with overseeing the operations of the business, she is dedicated servicing the needs and relationships of our valued clients.


About Copper Beech | Our Team - Copper Beech Financial Group, LLC

www.copperbeechfg.com [cached]

Colleen Huff
Our Team Colleen Huff Colleen is responsible for managing the business operations & finances of the company working directly with Managing Director, John Parise. Colleen began working for a patent administrative company directly out of college and was responsible for the management of their multimillion dollar licensing operation which included database development, marketing procedures as well as financial accounting. She entered the financial services industry in 2004 as part of the management team at Lincoln Financial Advisors, where she supported the Managing Director and Top Advisors in the development of systems and processes working in areas of investments, financial planning, insurance, marketing & operations. Utilizing these skills, she joined John in 2008 as a Practice Manager. Today, along with overseeing the operations of the business, she is dedicated servicing the needs and relationships of our valued clients.


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