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Full Contact Details

Coppertree® LLC

80 FLANDERS ROAD, SUITE 302, WESTBOROUGH, MA

(508) 719-8510

(508) 986-7080


Other Info

Coppertree® LLC is legally known as COPPERTREE®, LLC. It is a MA Limited Liability Company. This firm has 4 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 30, 2015.

Home — Coppertree Financial Planning
Home — Coppertree Financial Planning

Coppertree Financial Planning's primary objective is to make planning and investing less complicated, less expensive and more useful via financial planning in Westborough, Massachusetts.


Direct Owners

  • ADAM ANTHONY WAITKEVICH

    MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER owns 75% or more

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