About Copeland Financial Group:
The Copeland Financial Group has been providing quality financial products and services to individuals, as well as businesses, to help guide them in making informed economic decisions for the present and future for over 40 years. Our areas of expertise include small business consultation, project management, financial planning, financial literacy, tax preparation, life insurance, estate, and tax preparation & planning.
We offer unique perspectives and sensitivities that are particularly effective in working with diverse groups, with a commitment to consistent high-quality service, fiscal responsibility, and on- time delivery. This is achieved with a staff of highly dedicated and motivated personnel. An extremely high emphasis is placed on continued education and training to stay abreast of the ever-changing laws, markets, and products.
Our approach to serving customers is, and always will be, based upon a main principle: “We have nothing to sell but Service.”