FINANCIAL PLANNING THAT HELPS YOU see the world differently
Taking decades to mature, the slow-growing beech tree holds a lesson in patience in its boughs. At Copper Beech Wealth Management Group of Raymond James, we believe that same patience is just as crucial in your financial planning. After all, many of life’s most treasured moments take years to bring to fruition: a child graduating from college, a leisurely retirement, a legacy of giving back. That’s why as your financial concierge we focus on empowering you to make sound decisions based on that long-term perspective. Through skill, experience and purposeful planning, we tend to your financial life in all its vibrant color and nuance.
A more personal EXPERIENCE
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Advice for decisions large and small
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
custom guidance to fit your needs
the concierge for your financial life
- 341 Route 202 Ste 1A Suite 1A Somers, NY 10589-3244
- T: 914.276.2475
- TF: 866.729.8764
- F: 866.597.3934
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use