COPIA Wealth Management
Wealth Management in Bend, OR 97702
Address:
790 SW Industrial Way #100
Bend, OR 97702
Owner Name:
Aaron Boehm
Phone:
(541) 647-2545 Keywords:
Wealth Management Bend Oregon, Financial Planner Bend Oregon
Description:
"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."
Hours:
Monday To Fri Day:
7AM–3PM
Saturday-Sunday, Closed
Social Links: