Overview

Our group, Copper Beech Wealth Management Group of Raymond James we are a four-person team with two financial advisors, one of which is a CFP, and two senior client associates. We are located in Somers, NY (Northern Westchester County) and work with clients throughout the Northeast and other parts of the country. Our team believes in financial planning and creating a roadmap for our clients to track their goals. We currently manage over $300 million in assets, and we are looking to expand our business by purchasing an existing practice.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
40 days old

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