Copperwood Financial
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
745 Mcclintock Dr Ste 308, Burr Ridge, I...Phone Number
(630) 581-8998Website
www.copperwoodfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Copperwood Financial
Copperwood Financial is an independent financial planning firm that provides comprehensive financial planning advice, independent investment management, and tax mitigation strategies. They specialize in serving business owners, medical professionals, executives, federal employees, and professional athletes and entertainers. The firm focuses on creating personalized financial plans that incorporate various aspects such as Social Security, Medicare, and estate planning to help clients achieve their financial goals. With a commitment to fiduciary duty, Copperwood Financial aims to build long-term relationships with clients, ensuring transparency and alignment with their financial interests.Explore more
Copperwood Financial Org Chart
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Copperwood Financial is an independent financial planning firm that provides comprehensive financial planning advice, independent investment management, and tax mitigation strategies. They specialize in serving business owners, medical professionals, executives, federal employees, and professional athletes and entertainers. The firm focuses on crea... Read More
