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COPIA Wealth Management

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Last Updated On

May 11, 2020, 6:12:47 AM

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790 SW Industrial Way #100

97702BendOregon

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Listing ID

34033007

About COPIA Wealth Management

"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."

Keywords

Wealth Management Bend Oregon Financial Planner Bend Oregon

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