Copper Leaf Financial Information
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Copper Leaf Financial
Summary
Financial Advisors in Vermont proudly serving clients throughout the country.
Our team includes CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiducia...Show more
Organization Website | copperleaffinancial.com |
Social Links |    |
Phone Number | +1-802-878-2731 |
Industries | |
Headquarters Location | 33 Blair Park Rd, Williston, Vermont, 05495 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Retirement Planning, Investment Advisory Services, Foundations and Trusts, Sustainable Investing, Retirement Plan Solutions, Philanthropic Giving |
Founded | 1990 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1990 | Partnership | 25 - 100 | 16.8M | $150K | |
| 1999 | Sole Proprietorship | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at Copper Leaf Financial shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years20% for 3–4 years20% for 5–7 years20% for 8–10 years10% have over 11 years of service at Copper Leaf FinancialDiscover More
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Contact top employees from
Copper Leaf Financial
John Davis
President
Maia Thibeault
Firm Administrator
Breanna Sykes
Senior Wealth Advisor
Jacquelyn Thibeault
Associate Wealth Advisor
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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.
Well-known competitors of Copper Leaf Financial include VLP Financial Advisors and G9 Financial.
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