Concord Wealth Partners with Coppertree Financial
Coppertree will join Concord and operate as a new brand under Concord, based out of Worcester, Massachusetts.
Source: themiddlemarket.com
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Coppertree Financial Planning--a $230MM AUM New England-based RIA-- Joins Concord Wealth Partners
/PRNewswire/ -- Concord Wealth Partners, an Independent Registered Investment Advisory firm ("RIA"), has formed a strategic partnership with Coppertree...
Source: prnewswire.com
Coppertree Financial Planning--a $230MM AUM New England-based RIA-- Joins Concord Wealth Partners
/PRNewswire/ -- Concord Wealth Partners, an Independent Registered Investment Advisory firm ("RIA"), has formed a strategic partnership with Coppertree...
Source: prnewswire.com