790 SW Industrial Way #100, Bend, Oregon, 97702, United States
Established January 2020
"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."
- Sunday
- Closed
- Monday
- 7:00 am - 3:00 pm
- Tuesday
- 7:00 am - 3:00 pm
- Wednesday
- 7:00 am - 3:00 pm
- Thursday
- 7:00 am - 3:00 pm
- Friday
- 7:00 am - 3:00 pm
- Saturday
- Closed
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