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COPIA Wealth Management

COPIA Wealth Management

Financial & Legal Services
rating 0 Customer Reviews
  • 790 SW Industrial Way #100, Bend, Oregon, United States, 97702
  • *******545
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  • co*********************@******com
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  • https://www.copiawealthmanagement.com
  • Established: N/A
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Company Profile

"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."

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