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
- Website
- www.copeconnelly.com
- Industry
- Financial Services
- Employees
- 7
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Kevin Cope | Chief Investment Officer at C4m Global | Ross, California, United States |
Email
Phone
|
| Martin Perez | Investment Operations Manager | Washington Dc-baltimore Area, United States |
Email
Phone
|
| Greg Averyt | Chief Operating Officer and Compliance | Washington, District of Columbia, United States |
Email
Phone
|
| Gurdas Kakar | Student at Ut Austin, Mathematics | United States |
View
|
Employees by Management Level
Executive
2 profiles
Manager
1 profile
Individual contributor
1 profile
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