Question 1

What services does Copper Leaf Financial offer?

Accepted Answer

Copper Leaf Financial provides a comprehensive range of financial services, including financial planning, investment services, sustainable planning and investing, charitable giving, retirement plans, foundations and trusts, and tax analysis.

Question 2

What are the qualifications of Copper Leaf Financial's advisors?

Accepted Answer

The wealth advisor and management team at Copper Leaf Financial include Certified Financial Planner™ (CFP®) professionals, who possess one of the most rigorous certifications for financial planning knowledge. Copper Leaf Financial is also a member of the National Association of Personal Financial Advisors (NAPFA), and the firm is held to the fiduciary standard, ensuring that the advisors act in the client's best interest.

Question 3

What is Copper Leaf Financial's approach to wealth management?

Accepted Answer

Copper Leaf Financial takes a holistic, all-encompassing approach to wealth management, going beyond just investment advice. The firm develops customized wealth management plans designed to integrate every aspect of the client's financial life, a process they refer to as "true wealth management."

Question 4

What resources are available to Copper Leaf Financial's clients?

Accepted Answer

Copper Leaf Financial has published a variety of valuable and insightful materials, including articles, brochures, worksheets, and whitepapers, which are available to the firm's clients and friends. Additionally, the company hosts a range of events and webinars covering a wide variety of financial topics.

Question 5

What is Copper Leaf Financial's commitment to the community?

Accepted Answer

Copper Leaf Financial is actively involved in the Burlington, Vermont community, engaging in various community outreach initiatives. The firm's commitment to the local community is an integral part of their overall approach to wealth management and financial services.

Copper Leaf Financial, LLC

Company Overview

Company Name

Address

Website

Phone

About Copper Leaf Financial, LLC

Frequently Asked Questions about Copper Leaf Financial, LLC

What services does Copper Leaf Financial offer?

What are the qualifications of Copper Leaf Financial's advisors?

What is Copper Leaf Financial's approach to wealth management?

What resources are available to Copper Leaf Financial's clients?

What is Copper Leaf Financial's commitment to the community?

Technologies Used

Social Profiles