Reviews for Copperwood Financial, Inc.
Write a reviewHours
Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed
Tips
online appointments on-site services
Lot of fun playing golf 🏌♀
Larry has been my financial advisor for about 8 years, beginning while I was working and continuing on now that I'm retired.
I was handling my own investments before I met Larry, and things were going well. After meeting with him I realized there was so much more to think about with my investments.
He has guided me through Roth conversions, tax planning, IRA withdrawals, Social Security strategies and more.
He is always available, and promptly replies back to my questions. He has a common sense approach to managing my money, and he has my full confidence. Plus he's an entertaining guy to talk with!
I highly recommend Larry. His commitment to...read full review
As a CPA firm we are always striving to get the best outcomes for our clients. Knowing that we are experiencing the same quality we like to provide to our clients is gratifying. Larry is intuitive, professional and entertaining individual. We will continue to use his services, and refer him as our top financial advisor.