Family Office Experience

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  • เผยแพร่เมื่อ 8 มิ.ย. 2021
  • Our clients want independence in advisors; freedom to serve, talk, and strategize for all their financial needs. Our founders Joe Cope and Luis Corrales founded COPE CORRALES on the simple premise that clients should work with advisors who understand and can speak to all areas of their financial life. From tax to private investments and on, we are one place, one team, to guide families forward. Speak to our founders to get started at copecorrales.com/

ความคิดเห็น • 1

  • @onesourcesystems_dc
    @onesourcesystems_dc ปีที่แล้ว

    We utilize Cope Corrales for our company's investment plan. Their exceptional onboarding process and attentiveness to our employees have been truly remarkable. It's reassuring to know that when introducing a new team member to the support staff, they will undoubtedly receive outstanding care. Frequently, our incredible employees make a point of expressing their appreciation for the excellent collaboration with Cope and Corrales. We highly recommend.