Copper Leaf Financial: Detailed Company Information & Corporate Profile
Contact top employees from
Copper Leaf Financial
Summary
The business currently specializes in Financial Services area. The company has 1-10 employees. Register with SignalHire to connect with Copper Leaf Financial employees and management.
| Copper Leaf Financial Website | copperleaffinancial.com |
| Social Links |    |
| Phone Number | +1-802-878-2731 |
| Industries | |
| Copper Leaf Financial Headquarters address | 33 Blair Park Rd, Williston, Vermont, 05495 US |
| Company Size | 1-10 employees |
| Specialties | Financial Planning, Retirement Planning, Investment Advisory Services, Foundations and Trusts, Sustainable Investing, Retirement Plan Solutions, Philanthropic Giving |
| Founded | 1990 |
| Estimated Annual Revenue | $1 - 10M |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1990 | Partnership | 25 - 100 | |
| 1999 | Sole Proprietorship | 1-10 |
Contact top employees from
Copper Leaf Financial
John DavisPresident
Maia ThibeaultFirm Administrator
Adam EiklorClient Services Associate
Breanna SykesSenior Wealth Advisor
Jackie ThibeaultWealth Advisor
Erica LeeperParaplanner
Companies Similar to Copper Leaf Financial
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.
Copper Leaf Financial has offices located in Williston, US.
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.
Well-known competitors of Copper Leaf Financial include VLP Financial Advisors and G9 Financial.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
