Coppertree® LLC
Legal Name: COPPERTREE®, LLC
80 FLANDERS ROAD, SUITE 302, WESTBOROUGH, MA
(508) 719-8510
http://www.coppertree.com
Frequently Asked Questions (FAQ)
Full Contact Details
Coppertree® LLC
80 FLANDERS ROAD, SUITE 302, WESTBOROUGH, MA
(508) 719-8510
(508) 986-7080
Other Info
COPPERTREE®, LLC is a Massachusetts-based Limited Liability Company, with three skilled advisory employees who provide expert financial analysis services. The number of clients it serves is currently unknown, but it is notable for having an SEC Approved status since March 30, 2015.
Comprehensive Financial Planning | Concord Wealth Partners
We believe that comprehensive financial planning is the best way to ensure that our clients are prepared for all of life's challenges.
Direct Owners
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ADAM ANTHONY WAITKEVICH
MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER owns 75% or more