Copelin Financial Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

514 Brooks St, Sugar Land, Texas, 77478,...

Phone Number

(281) 240-2902

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Copelin Financial Advisors

Sugar Land Financial Advisors, Inc. specializes in providing comprehensive financial planning services tailored for families, helping them navigate through retirement, investments, estate planning, insurance, tax, and lifestyle financial matters. The firm aims to support clients in achieving financial security and planning for their golden years. They cater primarily to individuals and families looking for personalized financial guidance and advisory services. With a commitment to accuracy and reliability, the company emphasizes the importance of consulting with legal and tax professionals regarding individual circumstances.Explore more
Copelin Financial Advisors's Social MediaPopular SearchesCopelin Financial Advisors IncSugar Land Financial Advisors IncCopelin FinancialCopelin Financial AdvisorsSugar Land Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Copelin Financial Advisors Org Chart

PhoneEmail
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United States flag for contact location.

Administrator

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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Copelin Financial Advisor...

$5.7M
1-10
Private
-
2004
JS
Julie StrickerAdministrator
$6.5M
11-50
Private
-
2011
GE
Gregory EstellWealth Advisor
<$5M
11-50
Private
<$5M
-
MW
Mark WalsinghamChief Compliance Officer
<$5M
1-10
Private
-
2012
SC
Steven CoppolaFinancial Planner
<$5M
1-10
Private
-
-
NL
Nadine LaCosteDirector, Operations
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
<$5M
1-10
Private
-
2019
MP
Margie PeterAdministrative Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Copelin Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Copelin Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Copelin Financial Advisors.

Copelin Financial Advisors Tech Stack

A closer look at the technologies used by Copelin Financial Advisors

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Frequently Asked Questions Regarding Copelin Financial Advisors

What is Copelin Financial Advisors's official website?
Copelin Financial Advisors's official website is www.sugarlandfinancialadvisors.com
What is Copelin Financial Advisors's Revenue?
Copelin Financial Advisors's revenue is $5.7 Million
What is Copelin Financial Advisors's SIC code?
Copelin Financial Advisors's SIC: 62,628
What is Copelin Financial Advisors's NAICS code?
Copelin Financial Advisors's NAICS: 52,523
How many employees does Copelin Financial Advisors have?
Copelin Financial Advisors has 1-10 employees
What industry does Copelin Financial Advisors belong to?
Copelin Financial Advisors is in the industry of: Finance, Securities Trading
What is Copelin Financial Advisors competition?
Copelin Financial Advisors top competitors include: Laurus Wealth Management, Tradition Wealth Management, Life Values Financial, McMurray Whitney Financial
What technology does Copelin Financial Advisors use?
Some of the popular technologies that Copelin Financial Advisors uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Copelin Financial Advisors?
Copelin Financial Advisors contact info: Phone number: (281) 240-2902 Website: www.sugarlandfinancialadvisors.com
What does Copelin Financial Advisors do?

Sugar Land Financial Advisors, Inc. specializes in providing comprehensive financial planning services tailored for families, helping them navigate through retirement, investments, estate planning, insurance, tax, and lifestyle financial matters. The firm aims to support clients in achieving financial security and planning for their golden years. T... hey cater primarily to individuals and families looking for personalized financial guidance and advisory services. With a commitment to accuracy and reliability, the company emphasizes the importance of consulting with legal and tax professionals regarding individual circumstances.Read More

What are Copelin Financial Advisors social media links?
Copelin Financial Advisors Linkedin page
Is Copelin Financial Advisors a public company?
Copelin Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Copelin Financial Advisors

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