Copper Beech Financial Group Employee Directory

Copper Beech Financial Group corporate office is located in 1223 N Church St # 1, Moorestown, New Jersey, 08057, United States and has 1-10 employees.

Copper Beech Financial Group Global Presence

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North America1-10

Key Employees of Copper Beech Financial Group

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    United States flag for contact location.
    Lauren Giacone

    Manager, Operations

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Index of contact profiles from Copper Beech Financial Group

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Copper Beech Financial Group

Explore people who held key positions, contributed to Copper Beech Financial Group's success, and advanced their careers.

  1. Grant Specialist at Smart Union

    Worked as Special Events Coordinator

    at Copper Beech Financial Group (2011-2017)

    email Laura Weisgerber Email direct Laura Weisgerber Direct
  2. Vice President and Cer... at Fulton Bank

    Worked as Certified Financial Planner

    at Copper Beech Financial Group (2023-2024)

    email Christopher Ruffino Email direct Christopher Ruffino Direct
  3. Curriculum Consultant at Curriculum Associates

    Worked as Administrative Assistant

    at Copper Beech Financial Group (2013-2023)

    email Shannon Huff Email direct Shannon Huff Direct

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People from Similar Companies in the Finance Industry Located in New Jersey, United States

Frequently Asked Questions Regarding Copper Beech Financial Group Employees

How many employees does Copper Beech Financial Group have?
Copper Beech Financial Group has 1-10 employees
Who are Copper Beech Financial Group key employees?
Some of Copper Beech Financial Group key employees are Lauren Giacone
Where is Copper Beech Financial Group located?
Copper Beech Financial Group’s headquarters are located at 1223 N Church St # 1, Moorestown, New Jersey, 08057, United States
How do I contact Copper Beech Financial Group?
Copper Beech Financial Group Contact Info: Phone number: (856) 988-8300 Website: www.copperbeechfg.com
What does Copper Beech Financial Group do?

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.Read More

Is Copper Beech Financial Group a public company?
Copper Beech Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Copper Beech Financial Group Employees

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