Leo Coppeta - Investment Advisor LPL Financial
Business details
- Category
- Financial Services · Financial consultant
- Address
- 110 E Blithedale Ave a, Mill Valley, CA 94941
- Phone
- (415) 968-4312
- Website
- leocoppeta.com
- County
- Marin County
About
Leo Coppeta - Investment Advisor LPL Financial brings personal financial consulting and investment advice to Mill Valley and the surrounding Marin communities. We work with individuals and families who want a clear, thoughtful plan for their savings, investments and long-term goals.
Our approach is to listen first, then explain each recommendation in plain language so you always know where your money stands. As an independent advisor affiliated with LPL Financial, we bring a broad range of investment and planning tools to each client relationship.
Whether you are planning for retirement, managing a portfolio or simply want a second opinion, we are here to help you move forward with confidence.
Learn more about our services on our website, or give us a call to set up a conversation.
Our approach is to listen first, then explain each recommendation in plain language so you always know where your money stands. As an independent advisor affiliated with LPL Financial, we bring a broad range of investment and planning tools to each client relationship.
Whether you are planning for retirement, managing a portfolio or simply want a second opinion, we are here to help you move forward with confidence.
Learn more about our services on our website, or give us a call to set up a conversation.