AE
Client Services Associate
MT
Firm Administrator
ED
Client Services Associate
JW
Associate Wealth Advisor
BS
Senior Wealth Advisor
EB
Private Wealth Management Intern
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Copper Leaf Financial
Finance · Vermont, United States · 11-50 Employees
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Overview
Headquarters
33 Blair Park Rd Ste 201, Williston, Ver...Phone Number
(802) 878-2731Website
www.copperleaffinancial.comRevenue
<$5 MillionIndustry
About Copper Leaf Financial
Copper Leaf Financial is a comprehensive financial services firm based in Burlington, Vermont, specializing in a holistic approach to wealth management. They offer a range of services including financial planning, investment services, sustainable investing, retirement plans, and tax analysis, catering to families, business owners, and self-employed individuals. The firm is committed to acting in the best interest of its clients, adhering to fiduciary standards, and is staffed by CERTIFIED FINANCIAL PLANNER professionals. Copper Leaf Financial also provides valuable resources and hosts events to educate clients on various financial topics.Explore more
Copper Leaf Financial Org Chart
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Copper Leaf Financial is a comprehensive financial services firm based in Burlington, Vermont, specializing in a holistic approach to wealth management. They offer a range of services including financial planning, investment services, sustainable investing, retirement plans, and tax analysis, catering to families, business owners, and self-employed... Read More
