Cope Connelly
Company

Cope Connelly

Financial Services 1700 N Moore St 7 employees
Employees
7
Contacts
3
Emails
3
Phones
3

Cope Connelly Overview

Headquarters
1700 N Moore St
Industry
Financial Services
Employees
7
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Cope Connelly

At Cope Connelly, we believe that achieving financial peace of mind starts with a clear understanding of where you stand today and a well-defined path to where you want to be tomorrow. Whether you're an individual, a family, or a business owner, our mission is to empower you with the knowledge and tools to make informed decisions about your financial future. We sit at the intersection of wealth, tax, estate, and business strategy, specializing in crafting tailored financial solutions that focus on your unique goals and aspirations. Our dedicated team takes the time to understand your circumstances and develop a comprehensive plan for building and preserving your wealth. With a commitment to transparency and integrity, we operate as fiduciaries—ensuring that your interests always come first. Your financial success is our priority. Let us partner with you on your journey to a secure and prosperous future.

Cope Connelly Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

Cope Connelly Org Chart

Sample employees and titles
Name Title Contact
Kevin Cope Chief Investment Officer at C4m Global
Email Phone
Martin Perez Investment Operations Manager
Email Phone
Greg Averyt Chief Operating Officer and Compliance
Email Phone
Gurdas Kakar Student at Ut Austin, Mathematics
View

Employees by Management Level

Executive 2 profiles
Manager 1 profile
Individual contributor 1 profile

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