Since the 1970s, Copeland Financial has been a client-focused financial advisory firm. We believe in educating our clients and giving them the knowledge they need to make wise decisions. We deliver honest, candid, and sometimes tough advice to help set realistic expectations. We are primarily a fee based advisory practice, but do insurance and annuities when and where appropriate.
I am hoping to expand our practice by adding additional advisors and acquiring practices with a good fit.