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Form CRSForm CRS (Client Relationship Summary) is a uniform disclosure…

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Copper Leaf Financial Brochure

Our holistic approach to wealth management includes a plan that…

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401(k) Retirement Plan Services Brochure

When it comes to retirement plans, it’s easy to feel…

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Guide to Creating Your Charitable Giving Statement
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Guide to Creating Your Charitable Giving Statement

All of us at Copper Leaf Financial believe in the…

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Fillable Charitable Giving Worksheet

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Tax Tables 2023Tax Tables 2022 SECURE 2.0 Act Evidence-Driven Investing™ Sustainable…

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2023 Tax Tables

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Copper Leaf Financial Welcomes Erica Dixon

WILLISTON, Vt., May 15, 2023 – Erica Dixon has joined…

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Can Investing in ESG funds help you meet your financial goals?
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Can Investing in ESG funds help you meet your financial goals?

ESG (Environmental, Social, and Governance) investing has gained a lot…

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This is how winners of the Nobel Prize in Economics invest.

Do you want to know how *winners of the Nobel…

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Guide to Creating Your Charitable Giving Statement

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