Copper Leaf Financial Information
Contact top employees from
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
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 FinancialContact 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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