Copper Leaf Financial, LLC is a financial advisor company headquartered in Williston, Vermont. The firm controls $ million in assets under management over customer accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). The company has a sm. July 1, - Our relationship with Matt Cleare and the D&H team has modernized our financial practices, reinvigorated our business, and increased the overall value of our company. Select the options on the right to view each type of resource. *Copper Leaf Financial’s monthly townhalls include. This organization is not BBB accredited. Financial Planning Consultants in Williston, VT. See BBB rating, reviews, complaints, & more. Unlock insights and scale your GTM with go-to-market software. Find and close your next ideal customers using ZoomInfo's all-in-one platform to fuel growth. September 26, - Copperleaf Portfolio - a centralized, enterprise-wide platform for asset management, investment planning, and project portfolio management. Breanna is working toward the Certified Financial Planner (CFP) certification and currently attending the CFP course program at North Carolina State University. She will take the comprehensive exam when COVID restrictions allow for it. Breanna will work with Copper Leaf clients, educating. Learn more about financial advisors at Copperleaf Capital LLC with the US News Advisor Finder. September 6, - Create robust, defensible asset investment plans that maximize ROI, drive strategic goals, and ensure risk is being managed within financial constraints. Since the beginning of the pandemic in we have facilitated the receipt of Paycheck Protection Program (PPP) loans for our clients to the tune of over $7 million! In addition, we have ensured the savings of over $1,, (and counting) in Employee Retention. Disclosure Brochure Primary Copperleaf Capital Form ADV Part 2A Sub-Advisor Eaglebrook Advisors, Inc WealthPortrait™ Financial, LLC. July 13, - She has over 10 years of customer service experience, eight within the finance industry. Rebecca will provide extensive support to Copper Leaf’s clients and work closely with the financial planning team to provide operational and administrative assistance. October 16, - For our review of Copper Leaf Financial, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm. Copper Leaf Financial offers financial planning, (k) retirement planning, tax analysis, investment planning, and implementation services. October 14, - Copperleaf helps many of the world’s leading organizations managing critical infrastructure decide where and when to invest in their businesses to manage risk, deliver against performance expectations, achieve their strategic objectives, and maximize value · YOY Net Revenue Retention. Recently retired, I educate individuals, nonprofits and donors about charitable giving · Experience: MLThompson Associates · Education: University of Florida · Location: Montpelier · + connections on LinkedIn. View Michael L. Thompson, CAP®, AEP®’s profile on LinkedIn, a professional. The latest tweets from CopperLeaf Financial (@CLFinancial). Independent Vermont alt-weekly covering news, politics, food, arts, music and culture. Sign up for FREE daily enews · Upgrade to our Full Downloadable Database or Enhanced Subscription package to see all of the data we collect. April 3, - Audrey Brueckner has joined Copper Leaf Financial (CLF) as a Client Services Associate. Audrey graduated from the University of Vermont with a Bachelor’s of Science in Animal Science and Associates in Business Administration.
To support our service, we display Private Sponsored Links that are relevant to your search queries. These tracker-free affiliate links are not based on your personal information or browsing history, and they help us cover our costs without compromising your privacy. If you want to enjoy Ghostery without seeing sponsored results, you can easily disable them in the search settings, or consider becoming a Contributor. Copper Leaf Financial is a comprehensive financial services firm located in the Burlington, Vermont marketplace. . Copper Leaf Financial | followers on LinkedIn. Life has changed. Let us help you focus on what really matters. | Financial Advisors in the Vermont marketplace proudly serving clients throughout the country. True Wealth Management - We take the time to deliver true wealth management, not . Copperleaf’s decision analytics solutions help infrastructure companies maximize capital efficiency, manage asset risk, and achieve ESG and financial goals. . We can help you manage your wealth and assets so you can pursue your goals. Schedule a meeting with one of our financial advisors, today. . Our monthly townhalls have covered a wide range of topics and guests from local (Vermont) and national organizations – from Estate Planning Basics to Sustain . IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators . Copper Leaf Financial is a fee-only, fiduciary financial advisor firm with offices in the Burlington and Rutland Vermont marketplaces. We develop a customized wealth management plan designed to integrate every aspect of your financial life. This i . We provide advice and recommendations that are in your best interest. Period. Not because we are legally obligated to (although we are). Not because it works well as a business model (it does). Simply because it is right · Pursuant to the Investment Advisers Act of , we follow a fiduciary . Copper Leaf Financial Services, Williston, Vermont. 43 likes. Our team includes CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, fiduciaries. . Financial Planning, Pricing, Affordability Calculator, Tax Benefits, Veterans Benefits . If you enjoy Ghostery ad-free, consider joining our Contributor program and help us advocate for privacy as a basic human right.
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May 15, - Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Dr. Mark Pitcher of GoodHEALTH Internal Medicine in South Burlington, Vermont. Mark was on the front lines from the . Furnari joins Copper Leaf Financial Maia Furnari has joined Copper Leaf Financial as an Office Coordinator. Maia has a Bachelor of Arts degree in English Literature and Sociology f . Brueckner joins Copper Leaf Financial Audrey Brueckner has joined Copper Leaf Financial (CLF) as a Client Services Associate. Audrey graduated from the University of Vermont with a . Passalacqua joins Copper Leaf Financial Molly Passalacqua has joined Copper Leaf Financial as a Wealth Advisor. Molly has a bachelor’s degree in Corporate Finance and Accounting f . pm Virtual Townhall: Paul Hawken & The Regeneration Project – Putting Life at the Center of Every Action and Decision Online As part of Copper Leaf Financial’s focus on sust . Brochures & Worksheets Form CRSForm CRS (Client Relationship Summary) is a uniform disclosure. Business Profile for Copper Leaf Realty BBB Business Profiles may not be reproduced for sales or promotional purposes. BBB Business Profiles are provided solely to assist you in ex . Copper Leaf Gilding Kits Complete tool kit with Genuine Copper leaf. Freeze warning! Water based size will not be shipped if temperatures are below 40 degrees during shipping. Cont . Nov 20, - How to Copper Leaf X This article was co-authored by wikiHow staff writer, Amber Crain. Amber Crain has been a member of wikiHow’s writing staff for the last six years. She gradua .