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COPIA Wealth Management in Bend, Oregon
"At COPIA Wealth Management, we are small enough to know you, yet big enough to serve you.
(541) 647-2545
790 SW Industrial Way #100
Bend, OR 97702
https://www.copiawealthmanagement.com
Company 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:
Services Offered:
Business Information:
| In Business Since: | 2009 |
Professional Associations:
- Owner
Hours of Operation:
| Monday: | AM 7:00 to PM 3:00 |
| Tuesday: | AM 7:00 to PM 3:00 |
| Wednesday: | AM 7:00 to PM 3:00 |
| Thursday: | AM 7:00 to PM 3:00 |
| Friday: | AM 7:00 to PM 3:00 |
| Saturday: | Closed |
| Sunday: | Closed |
Monday, 7AM-3PM
Tuesday, 7AM-3PM
Wednesday, 7AM-3PM
Thursday, 7AM-3PM
Friday
7AM-3PM
Saturday-Sunday, Closed
