What departments does Coppertree, LLC have?

Coppertree, LLC has employees across 1 departments including Finance.

What is the largest department at Coppertree, LLC?

The largest department at Coppertree, LLC is Finance with 2 employees.

Where are Coppertree, LLC employees located globally?

Coppertree, LLC has employees across 1 continents and 1 countries including United States Of America.

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Coppertree, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Coppertree®, LLC has merged with Concord Wealth Partners Effective January 1, 2022. Visit us here: https://www.concordwealthpartners.com/

Find Coppertree, LLC employees' phone numbers or email addresses

Coppertree, LLC Global Highlights

North America
4

United States Of America
4

Coppertree, LLC's Leadership

J. H.
Owner
Mobile Phone
Email
E. Z.
Financial Advisor
Mobile Phone
Email
J. W.
Financial Advisor
Mobile Phone
Email

Coppertree, LLC Employee Metrics

100%

50%

2026

2025

2024

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Coppertree, LLC

Name

Title

Contact Info

Location

Last Update

J. H.
Owner
Mobile Phone
Email
United StatesMaryland
Sep 09, 2025
E. Z.
Financial Advisor
Mobile Phone
Email
Jul 07, 2024
J. W.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Jul 13, 2023

Frequently Asked Questions

What is Coppertree, LLC known for?

Coppertree, LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 80 Flanders Road Suite 302 Westborough, Massachusetts 01581 United States; you can contact the main corporate office by phone at

+1-508-719-****

. Explore Coppertree, LLC's company overview page for more information.

What is Coppertree, LLC's most common email format?

Coppertree, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coppertree, LLC email formats with LeadIQ.

How many employees does Coppertree, LLC have currently?

Coppertree, LLC has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Coppertree, LLC's key employees and leadership?

As of February 2026, Coppertree, LLC's key employees include:

Owner: J. H.
Financial Advisor: E. Z.
Financial Advisor: J. W.

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