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COPIA Wealth Management
Bend
,
OR
97702
"At COPIA Wealth Management, we are small enough to know you, yet big enough to serve you. We recognize that no two situations are the same – each client has a unique attitude toward investing and a distinguished tolerance to risk. It is not until we fully understand your past history, present situation, and goals for the future that we will begin to formulate a comprehensive financial plan specifically tailored to you. Our team of advisors at COPIA have come together from all different wal
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COPIA Wealth Management Categories
Financial Planning and Management Services
Preferred Members
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Contact Information
Aaron Boehm, Owner
(541) 647-2545
790 SW Industrial Way #100
Bend
,
OR
97702
copiawealthmanagement63@gmail.com
https://www.copiawealthmanagement.com
Hours
Monday To Fri Day: 7AM–3PM Saturday-Sunday, Closed
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Additional Business Information
Hours
Monday To Fri Day: 7AM–3PM Saturday-Sunday, Closed
Phone
(541) 647-2545
Address
790 SW Industrial Way #100
Bend
,
OR
97702
Website
https://www.copiawealthmanagement.com
Email
copiawealthmanagement63@gmail.com
Contact
Aaron Boehm, Owner
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