Address : 14256 N Northsight Blvd, Scottsdale, Arizona 85260, United States
Phone Number : +18776582100
Industries : Financial Services
Website : copperwyndfinancial.com
Company Description
At Copperwynd Financial, we are here to guide you on a path to financial security, and help you plan for the expected and anticipate the unexpected.
Specialities
- Bond Portfolio
- Financial Planning
- Retirement Cash Flow
- College Planning
- Law Practice
- Financial Advisor
- Retirement Planning
- Estate Planning
- Financial Services
- Legal Services
Financial
Employees Total : 16
Revenue (Yearly) : 23.9M
Miscellaneous
Founded in : 2007
Facebook : Copperwynd-Financial-2013829628843213
Linkedin : copperwynd-financial
E-commerce Platforms : Squarespace ECommerce
Online Video Platforms : YouTube
Tech : Mobile Friendly
Ad Servers : DoubleClick
Fonts : Typekit
Marketing Automation : Outreach.io
Last Updated : 2023-11-19
Employees
- Jake Eggett ( Advisor )
- Lashondra Smith ( Operations Support )
- Amy Burchett ( Customer Service Representative )
- David Daughtrey ( Advisor )
- Erick Newton ( Chief Compliance Officer & Financial Advisor )
- Sue Jones ( Client Srevices Manager )
- Corrina Olson ( Financial Advisor )
- Javier Jimenez ( Financial Advisor )
- Myra Alport ( Paraplanner )
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