General Information

541-647-2545
790 SW Industrial Way #100 Bend, OR 97702

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Description

Business Summary
"At COPIA Wealth Management, we are small enough to know you, yet big enough to serve you. We recognize that no two situations are the same – each client has a unique attitude toward investing and a distinguished tolerance to risk. It is not until we fully understand your past history, present situation, and goals for the future that we will begin to formulate a comprehensive financial plan specifically tailored to you. Our team of advisors at COPIA have come together from all different walks of life, but all with a common goal: to help as many people as we can, and to do it with the highest level of transparency, integrity and diligence to our clients." Hours: Monday To Fri Day: 7AM–3PM Saturday-Sunday, Closed
Business Keywords
Wealth Management Bend Oregon, Financial Planner Bend Oregon
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- visit: 195

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