Copper Beech Financial Group
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
1223 N Church St # 1, Moorestown, New Je...Phone Number
(856) 988-8300Website
www.copperbeechfg.comRevenue
$8.8 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
2
1
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About Copper Beech Financial Group
Copper Beech Financial Group specializes in providing financial advisory services to wealthy families, helping them understand and organize their wealth for a better life. With over 32 years of experience, they focus on uncovering the truth about clients' wealth and offer tailored solutions akin to a Family CFO. Their services include wealth audits and next-generation advice, aimed at empowering clients to focus on their personal and professional lives. The company also shares insights through podcasts and white papers to enhance clients' financial security and planning.Explore more
Copper Beech Financial Group Org Chart
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Activity Insights
Copper Beech Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Copper Beech Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Copper Beech Financial Group.
Copper Beech Financial Group financials insights
Gather financial insights about Copper Beech Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$120K
Copper Beech Financial Group Tech Stack
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Most Recent Scoops
Person-Based
Person-Based
Funding
Copper Beech Financial Group has received an SBA PPP loan in the amount of $120,817 from Live Oak Banking Company resulting in the retention of 7 jobs.
Funding
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Frequently Asked Questions Regarding Copper Beech Financial Group
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Copper Beech Financial Group specializes in providing financial advisory services to wealthy families, helping them understand and organize their wealth for a better life. With over 32 years of experience, they focus on uncovering the truth about clients' wealth and offer tailored solutions akin to a Family CFO. Their services include wealth audits... Read More
