Copperline Wealth Management & Planning - Cody, Wyoming

Copperline Wealth Management & Planning

Copperline Wealth Management & Planning, located at 1517 Rumsey Ave, Cody, WY 82414, is a highly recommended financial services company that specializes in financial planning and consulting. Established to help individuals and families achieve their financial goals, the company has built a strong reputation for excellence and personalized service.

Specialties: Financial planner, Financial consultant

Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Opinions: This company has 9 reviews on Google My Business.

Average opinion: 5/5.

One of the key strengths of Copperline Wealth Management & Planning is their commitment to providing comprehensive financial solutions tailored to each client's unique needs. Luke, the lead consultant, has been praised for his strong communication skills, honesty, and ability to explain complex financial concepts in an easy-to-understand manner. His expertise and dedication have earned the company a loyal client base and a high customer satisfaction rate.

The company offers a range of services, including investment management, retirement planning, estate planning, and tax planning. They work closely with their clients to develop a personalized financial plan that takes into account their current financial situation, future goals, and risk tolerance. By providing ongoing monitoring and guidance, Copperline Wealth Management & Planning helps their clients stay on track to achieve their financial objectives.

In addition to their professional services, Copperline Wealth Management & Planning is committed to providing a convenient and accessible experience for their clients. They offer online appointment scheduling and wheelchair accessible facilities, making it easy for clients to meet with their financial advisor and discuss their plans.

With their exceptional service, expertise, and commitment to client satisfaction, Copperline Wealth Management & Planning is well-deserving of their high ratings and recommendations. For anyone seeking a reliable and knowledgeable financial consultant, Copperline Wealth Management & Planning is an excellent choice.

Phone: 75861880

Website: copperlinewealth.com

👍 Reviews of Copperline Wealth Management & Planning

Sue M.

5/5

Luke with Copperline Wealth Management & Planning has been my lifeline this past year in expertly helping me organize and manage my parent’s investment accounts. After their passing, his services were invaluable in navigating that difficult time. Luke's strong communication skills, honesty, wealth of knowledge, and ability to clearly explain things to me in a way I could understand were so comforting to me. I am beyond grateful for his service! I highly recommend Luke to everyone.

Dana K.

5/5

After the passing of my parents, Luke with Copperline Wealth Management & Planning has been Amazing!!! With his knowledge and wisdom he has helped me understand the investments that our parents left and created an account that will help me with my future financial planning. I trust in him Sincerely!! Thank you so much.

Jenna G.

5/5

Luke did an amazing job helping me get my finances in order! 10/10 recommend Copperline Wealth Management & Planning services and will never go to anyone else besides them! Thank you so much!!!

Brandi S.

5/5

Copperline Wealth Management is the BEST. Sara and Luke are FANTASTIC! Sara has helped us with all of our finances for retirement, both of our businesses, and accounts for our four children. I always feel comfortable with our conversations. They are very knowledgeable. I am in very good hands and can't recommend this business and these professionals enough.

John Y.

5/5

I have 7 different accounts with Copperline, all of which are expertly managed. Both Sara and Luke have been amazing with their service and support. All I have to do is pick up the phone or send a text message and it is taken care of. These accounts are for my grandkids so the advice and management is critical. I wouldn’t go anywhere else. Thanks so much Sara and Luke!! By the way, congratulations to both of you for earning your CFP credentials which add to my confidence in your company.

Martha

5/5

These two are so amazing! I followed Sara from her previous company and all of my interactions with Luke have been great. He's offered to help many times with things I was dealing with involving my credit, and anytime Sara is away. Although, Sara is always willing to take my calls and answer questions...even when she was on maternity leave!
Sara has single-handedly helped me get out of debt and turn my finances around in more ways than I can count. She has even helped me throughout the process of buying my first home. There is very little she can't do, or doesn't know about. She has also connected me with many other great people in our community who offer other services. I can't say enough about Copperline, and especially Sara! Super amazing, family-oriented people who, between the two of them, can pretty much do anything!

elizabeth R.

5/5

Sara has been helping with my Retirement fund from work and other areas of my finances as well. She knows when to buy and sell autos and homes. Very knowledgeable when it comes to all the ins and outs of my current finances and future plans. She and Luke were at a different firm I used and when they started Cooperline I was compelled to follow. Together they have always been available when I needed then. Sara helped my daughter get out of debt and she was able to buy her first home last month.
I highly recommend Sara and her partner at Cooperline.

Andrew S.

5/5

Kind, caring, courteous and professional. Luke and Sarah have the knowledge and passion to help line out your finances whether it's business or personal. Wonderful people!