Copper Tree Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

344 Manning Rd, Tecumseh, Ontario, N8N 4...

Phone Number

(519) 974-0128

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Copper Tree Financial

Copper Tree Financial Planning And Advisory Services is a financial advisory firm based in Ontario, dedicated to providing investment management and strategic wealth planning to individuals, families, and businesses. The firm focuses on building deep, meaningful relationships with clients to help them achieve long-term financial goals through unbiased advice and comprehensive financial planning. Their services include retirement planning, insurance, asset allocation, and business succession, among others. Copper Tree aims to be a trusted advisor, assisting clients in creating a solid financial structure that promotes financial security and growth.Explore more
Copper Tree Financial's Social MediaPopular SearchesCopper Tree FinancialSIC Code 62,628NAICS Code 52,523Show more

Copper Tree Financial Org Chart

PhoneEmail
KD
Canada flag for contact location.

President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Copper Tree Financial

<$5M
1-10
Private
-
-
KD
Kurt DunnPresident & Founder
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
AW
Andrea WilliamsInterior Designer
<$5M
1-10
Private
-
-
BS
Benjamin SchockInsurance Broker
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2000
LB
Lisa BunkowskyClient Services Coordinator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Copper Tree Financial Tech Stack

A closer look at the technologies used by Copper Tree Financial

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Frequently Asked Questions Regarding Copper Tree Financial

What is Copper Tree Financial's official website?
Copper Tree Financial's official website is www.coppertreefinancial.com
What is Copper Tree Financial's Revenue?
Copper Tree Financial's revenue is <$5 Million
What is Copper Tree Financial's SIC code?
Copper Tree Financial's SIC: 62,628
What is Copper Tree Financial's NAICS code?
Copper Tree Financial's NAICS: 52,523
How many employees does Copper Tree Financial have?
Copper Tree Financial has 1-10 employees
What industry does Copper Tree Financial belong to?
Copper Tree Financial is in the industry of: Finance, Securities Trading
What is Copper Tree Financial competition?
Copper Tree Financial top competitors include: Brandon Durant, Linebreak, Cherry Financial Services, AW Design
What technology does Copper Tree Financial use?
Some of the popular technologies that Copper Tree Financial uses are: Drupal, reCAPTCHA, Google Universal Analytics, Cloudflare CDN
How do I contact Copper Tree Financial?
Copper Tree Financial contact info: Phone number: (519) 974-0128 Website: www.coppertreefinancial.com
What does Copper Tree Financial do?

Copper Tree Financial Planning And Advisory Services is a financial advisory firm based in Ontario, dedicated to providing investment management and strategic wealth planning to individuals, families, and businesses. The firm focuses on building deep, meaningful relationships with clients to help them achieve long-term financial goals through unbia... sed advice and comprehensive financial planning. Their services include retirement planning, insurance, asset allocation, and business succession, among others. Copper Tree aims to be a trusted advisor, assisting clients in creating a solid financial structure that promotes financial security and growth.Read More

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

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