Canopy Financial Group
Company

Canopy Financial Group

Financial Services 8 employees
Employees
8
Contacts
1
Emails
1

Canopy Financial Group Overview

Industry
Financial Services
Employees
8
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Canopy Financial Group

Our mission is to take complex financial options and assist clients in implementing comprehensive straight-forward strategies. Canopy Financial Group is an elite group of financial professionals distinguished for achieving the highest standard for professionalism and service who average more than 25 years of experience. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information here is not investment or securities advice and does not constitute an offer. Canopy Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98X9d AGE to 5675629.1 (05/23) (exp. 05/25)

Canopy Financial Group Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage

Canopy Financial Group Org Chart

Sample employees and titles
Name Title Contact
Joey Jeglosky Accounting and Financial Management
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James R. Healy Financial Professional at Canopy
Email

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