Copper Leaf Financial Email Formats

Financial Services • Williston, Vermont, United States • 1-10 Employees

Copper Leaf Financial Email Formats

Copper Leaf Financial uses 3 email formats. The most common is {first initial} (e.g., j@copperleaffinancial.com), used 57.1% of the time.

Format	Example	Percentage
{first initial}	j@copperleaffinancial.com	57.1%
{first initial}{last name}	jdoe@copperleaffinancial.com	28.6%
{first name}	john@copperleaffinancial.com	14.3%

Key Contact at Copper Leaf Financial

John Davis

President

Company overview

Headquarters	33 Blair Park Rd, Williston, Vermont 05495, US
Phone number	+18028782731
Website	copperleaffinancial.com
NAICS	52
SIC	872
Keywords	Retirement Planning, Financial Planning, Investment Advisory Services, Retirement Plan Solutions, Sustainable Investing, Philanthropic Giving, Foundations And Trusts
Founded	1990
Employees	1-10
Socials

About Copper Leaf Financial

Financial Advisors in Vermont proudly serving clients throughout the country. Our team includes CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. True Wealth Management - We take the time to deliver true wealth management, not just investment advice. We spend our days addressing your most significant financial concerns and planning for the future, helping you make smart decisions with your money, minimize the impact of income and estate tax, plan for transferring assets to the next generation, manage risks from third parties, and coordinate plans to make significant charitable gifts. We specialize in sustainable investing, strategic philanthropic giving, and we provide holistic retirement plan solutions to business owners.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Senior

Manager

Employees by Department

Copper Leaf Financial has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Copper Leaf Financial has never raised funding before.

Copper Leaf Financial Tech Stack

Discover the technologies and tools that power Copper Leaf Financial's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Site Kit

Analytics

Kadence WP Kadence

WordPress themes

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

Copper Leaf Financial is located in Williston, Vermont, US.

You can reach Copper Leaf Financial at +18028782731.

Copper Leaf Financial was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

Copper Leaf Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Copper Leaf Financial

John Davis

President

4.8

40,000 users