Concord Wealth Partners
Office phone +1 508-719-****
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Homepage http://www.coppertree.com
LinkedIn Profile https://linkedin.com/company/co***rtre***
HQ Location
United States , Massachusetts, Worcester:1 Kelley Sq #208, Worcester, MA 01610
Coppertree®, LLC is an independent financial planning and investment management firm. Our primary objective is to make planning and investing less complicated, less expensive and more useful. It’s our job to help you cut through the sales-gimmicks, high-priced investment products and made-up professional titles so you can reap the long-term benefits of no-nonsense planning that works. We call it “Connected Planning”. Live More, Worry Less, we've go you covered!
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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