Copeland Financial Services Inc.

Copeland Financial Services, Inc (CFSI) is a financial advisory firm. Since we've been in the financial services business for 35+ years we have been committed to the highest ethical standards. Our staff has made a commitment to hard work and long hours to give our clients the service they deserve. Through consistent effort, and a reputation for outstanding service, CFSI has built a solid client ba

se and expanded our business through referrals from satisfied clients and other professionals. Our recommendations to our clients are needs based, always keeping in mind a plan that suits the client's budget as well as addresses the client's goals. This allows us to shop the market and select various companies who have the best benefits for our clients and who maintain a high level of financial strength and integrity. We strive to give prompt, friendly, and efficient attention to all customer service issues. We find our clients appreciate our personal approach, thus eliminating the need to deal directly with the companies we select to use as solutions for our clients needs.