Coppertree, LLC Information

Coppertree®, LLC has merged with Concord Wealth Partners Effective January 1, 2022. Visit us here: https://www.concordwealthpartners.com/

Website	https://www.concordwealthpartners.com/
Revenue	$1 million
Employees	4 (0 on RocketReach)
Founded	2010
Address	80 Flanders Road Suite 302, Westborough, Massachusetts 01581, US
Phone	+1 508-719-8510
Technologies	Google Analytics , Adobe , AWS Route53 +3 more (view full list)
Industry	Financial Services, Finance General, Financial Planning, Finance, Investment Management, Retirement Planning, Probability Analysis, Fixed Income Planning
Keywords	Financial Planning, Portfolio Management, Wealth Management, Financial Advisor, Investment Advisory, Investment Strategies, Long-Term Investing, Fiduciary Services, Retirement Planning, Wealth Preservation, Financial Consulting, Wealth Building, Estate Planning, Retirement Solutions, Investment Consulting, Financial Security, Tax Planning, Estate Preservation, Retirement Consulting, Tax Optimization
Competitors	UBS, Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Edward Jones, Financial Services Company, BlackRock, LPL Financial, Concord Wealth Partners +42 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies