Name: COPIA Wealth Management
Address: 790 SW Industrial Way #100, Bend, Oregon, 97702, United States
Telephone: (541) 647-2545

COPIA Wealth Management Update This Listing

Overview
Pictures
Hours
Products

790 SW Industrial Way #100, Bend, Oregon, 97702

https://www.copiawealthmanagement.com/

(541) 647-2545

Is this your listing? Tap here to update.

About COPIA Wealth Management

Established January 2020

"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."

Pictures

Business Hours

Sunday	Closed
Monday	07:00	—	15:00
Tuesday	07:00	—	15:00
Wednesday	07:00	—	15:00
Thursday Today	07:00	—	15:00
Friday	07:00	—	15:00
Saturday	Closed