Copper Leaf Wealth Advisor Breanna Sykes has published a new article including valuable tips for those preparing to file FAFSA (Free Application for Federal Student Aid), which opens October 1st. The article,…

Associate Wealth Advisor Jackie Winkler has published an article on LinkedIn about the new student loan forgiveness program. On August 24, 2022, President Biden made the long-anticipated announcement…

Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself Tuesday, October 18th, 12-1pm ET Registration Link: https://lu.ma/15lsqcgk Guest: Jared Hoffman, Managing Director, Buckingham…

At Copper Leaf Financial we work closely with our clients, providing recommendations on many things including big purchases. For example, when it is time to buy a car we will often discuss leasing vs.…

Copper Leaf Financial is excited to sponsor the upcoming Vermont Women’s Fund annual celebration. Join us at the UVM Davis Center on Thursday, September 15th at 5:30pm to show your support and help make…