Canopy Financial Group Company Profile, Contacts & Intelligence

Financial Services8 employees
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
8
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 2 visible contacts

Canopy Financial Group Overview

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)

Website
www.canopyfinancialgroup.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Caring group of financial professionals distinguished for achieving the highest standard of professionalism and service.

Canopy Financial Group Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.

Canopy Financial Group People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Joey Jeglosky
Accounting and Financial Management
J
James R. Healy
Financial Professional at Canopy
E

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