Copperwood Financial, Inc.
5635 North Scottsdale Road, Scottsdale, Arizona 85250
About the Business
Copperwood Financial, Inc. is a finance institution located at 5635 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in providing customized financial planning solutions for entrepreneurs, medical professionals, and federal employees, Copperwood Financial, Inc. offers a Tax Freedom Roadmap to help clients define and realize their business, financial, and estate planning goals. With a focus on after-tax returns and disciplined investment processes, the institution aims to create investment strategies to achieve clients' goals. Additionally, Copperwood Financial, Inc. provides advice on entity structuring, employee benefits, risk management, and tax planning for business owners. Specializing in optimizing Social Security benefits and helping clients choose the correct Medicare options, the institution also offers services such as evaluating tax liability, creating estate plans, and advising on Roth IRA conversions. As an independent financial planning and investment management firm, Copperwood Financial, Inc. operates on a fee-based model, ensuring transparency and a fiduciary duty to act in clients' best interests. Specializing in working with entrepreneurs, business executives, medical professionals, and federal employees, Copperwood Financial, Inc. aims to provide advice on minimizing taxes, retirement planning, and asset transitioning.
Photos
Contacts
5635 N Scottsdale Rd Suite #170, Scottsdale, AZ 85250, United States
Opening hours
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
-
Edward Jones - Financial Advisor: John P Fiske Jr, CFP®|ChFC®|AAMS™|CRPC™
2970 N Swan Rd #139, Tucson, AZ 85712, United States
-
Greenberg Financial Group
4511 N Campbell Ave # 255, Tucson, AZ 85718, United States
-
AFEA Greater Tucson Chapter #4709
149 N Stone Ave 3RD FLOOR, Tucson, AZ 85701, United States
-
Primerica Financial Services
7225 N Oracle Rd #112, Tucson, AZ 85704, United States
-
Merrill Lynch Financial Advisor Chad R Horton
3500 E Sunrise Dr, Tucson, AZ 85718, United States
-
Expat Planners
1860 E River Rd #112, Tucson, AZ 85718, United States
-
Jason Dalen - RBC Wealth Management Financial Advisor
3430 E Sunrise Dr Suite 250, Tucson, AZ 85718, United States
-
Pinnacle Plan Design
1985 E River Rd # 111, Tucson, AZ 85718, United States
-
Professional Wealth Strategies
6340 N Campbell Ave #200, Tucson, AZ 85718, United States
-
Wealth Building Strategies
7230 N La Cañada Dr Suite 110, Tucson, AZ 85704, United States
List of local businesses, places and services in Arizona
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos