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Copper Leaf Financial Promotes Maia Furnari to Firm Administrator
Articles & Insights | News

Copper Leaf Financial Promotes Maia Furnari to Firm Administrator

WILLISTON, Vt., July 22, 2024 –Copper Leaf Financial has promoted…

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Ashlee Solarczyk CFP®, CWS® Joins Copper Leaf Financial

WILLISTON, Vt., October 16, 2023 – Ashlee Solarczyk has joined…

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Proper Planning Recommended for Projected Rise in 2024 of 401(k) Contribution Limits
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Proper Planning Recommended for Projected Rise in 2024 of 401(k) Contribution Limits

A recent article authored by Mark Henricks on Yahoo Finance…

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Preparing for Student Loan Payment Resumption
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Preparing for Student Loan Payment Resumption

Copper Leaf Associate Wealth Advisor Jackie Winkler has published a new…

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Meet the Associate: Erica Dixon

Meet the Client Services Associate: Erica Dixon Erica Dixon is…

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ESG Investing: How is Your Portfolio Impacting the World?
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ESG Investing: How is Your Portfolio Impacting the World?

When it comes to measuring the “impact” of ESG investing…

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Women & Finance: Battling the Gender Pay Gap

The gender pay gap is still prevalent and remains to…

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Copper Leaf Financial Welcomes Erica Dixon

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

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Wealth Advisor

UPDATE: New team member added, but we are always open…

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Beware: Common Identity Theft Scams and How to Safeguard Yourself

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Five Steps for Creating a Digital Estate Plan

READ MORE Five Steps for Creating a Digital Estate Plan

Quarterly Outlook: Q2 2025

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10 Steps to Take if Your Financial Information Has Been Compromised

READ MORE 10 Steps to Take if Your Financial Information Has Been Compromised

Protecting Your Financial Future: 7 Essential Tips to Keep Your Financial Information Secure

READ MORE Protecting Your Financial Future: 7 Essential Tips to Keep Your Financial Information Secure

Disclosure Brochures and Policies

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Williston Office:
33 Blair Park Road Suite 203, Williston, VT 05495

Rutland Office:
225 South Main Street, Rutland, VT 05701

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