Copper Leaf Financial: Detailed Company Information & Corporate Profile

Contact top employees from Copper Leaf Financial

Summary

The company currently specializes in the Financial Services area. The annual revenue of Copper Leaf Financial varies between 1 and 10M. To connect with Copper Leaf Financial employee register on SignalHire.

Copper Leaf Financial Websitecopperleaffinancial.com
Social Links
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Phone Number+1-802-878-2731
Industries
Copper Leaf Financial Headquarters address33 Blair Park Rd, Williston, Vermont, 05495 US
Company Size1-10 employees
SpecialtiesFinancial Planning, Retirement Planning, Investment Advisory Services, Foundations and Trusts, Sustainable Investing, Retirement Plan Solutions, Philanthropic Giving
Founded1990
Estimated Annual Revenue$1 - 10M

Competitors

Name
Founded
Type
Employees
Revenue
Funding
1990Partnership 25 - 100 13.8M $150K
1999Sole
Proprietorship
1-10 8.2M $-

Workforce Turnover

Number of staff members switched

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Copper Leaf Financial
John Davis
John DavisPresident
Phone (1)
+1-***-***-5545
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Maia Thibeault
Maia ThibeaultFirm Administrator
Email (4)
f***@gmail.com , f***@yahoo.com , f***@ican.org.uk , ...
Phone (2)
+1-480-***-**74 , +1-520-***-**28
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Adam Eiklor
Adam EiklorClient Services Associate
Email (2)
a***@gmail.com , m***@aol.com
Phone (4)
+1-520-***-**52 , +1-323-***-**69 , ...
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Breanna Sykes
Breanna SykesSenior Wealth Advisor
Email (4)
s***@gmail.com , s***@aol.com , s***@wellsfargo.com , ...
Phone (2)
+1-870-***-**07 , +1-205-***-**96
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Jackie Thibeault
Jackie ThibeaultWealth Advisor
Email (4)
j***@smcvt.edu , j***@yahoo.com , j***@aol.com , ...
Phone (4)
+1-323-***-**24 , +1-520-***-**23 , ...
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Erica Leeper
Erica LeeperParaplanner
Phone (1)
+1-***-***-6078
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Copper Leaf Financial Corporate Information: FAQ

Copper Leaf Financial operates in the Finance industries. More details can be found on the official website: copperleaffinancial.com.
The headquarters of Copper Leaf Financial are located in Williston, United States.
You can contact Copper Leaf Financial by phone at +1-802-878-2731.
Copper Leaf Financial currently employs 1-10 people.
Copper Leaf Financial's revenue is approximately 4.4M.
Well-known competitors of Copper Leaf Financial include VLP Financial Advisors and G9 Financial.

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