Leo Coppeta - Investment Advisor LPL Financial - Mill Valley, California

Leo Coppeta – Investment Advisor at LPL Financial

For individuals and families seeking expert financial guidance, Leo Coppeta stands as a dedicated Investment Advisor affiliated with LPL Financial. Located in Mill Valley, California, Mr. Coppeta offers personalized investment strategies tailored to meet specific financial goals and risk tolerances. His commitment to client success is evident in his approach to wealth management, focusing on long-term growth and stability.

Location and Contact Information: Leo Coppeta’s office is situated at 110 E Blithedale Ave, Mill Valley, CA 94941, United States. Prospective clients can easily contact him via telephone at 4159684312. His professional website, leocoppeta.com, provides comprehensive information about his services and background.

Specialties and Services: Mr. Coppeta’s primary specialty lies in providing comprehensive financial consulting services. He assists clients with a wide range of financial matters, including retirement planning, investment portfolio management, estate planning, and tax-efficient strategies. As an LPL Financial representative, he has access to a vast array of investment products and tools, enabling him to create customized solutions for each client. He prioritizes a thorough understanding of a client’s current financial situation, their aspirations, and their comfort level with risk.

Accessibility and Client Experience: Recognizing the importance of accessibility for all clients, Leo Coppeta’s office is designed to be wheelchair-accessible, featuring a dedicated wheelchair-accessible car park and entrance. There is also a wheelchair-accessible toilet available on-site. Clients are required to schedule an appointment, and appointments are strongly recommended to ensure dedicated attention and efficient service. Mr. Coppeta also offers online appointments, providing added convenience for clients who prefer virtual consultations. The office environment is designed to foster a comfortable and productive atmosphere.

Current Reputation: Currently, Leo Coppeta's company has garnered 0 reviews on Google My Business, reflecting a nascent online presence. The average opinion is 0/5, suggesting an opportunity for growth in client testimonials and positive feedback. However, this does not diminish the dedication and experience that Mr. Coppeta brings to his role.

Key Features and Benefits:

• Personalized Investment Strategies: Each client receives a tailored plan based on their unique circumstances.
• Comprehensive Financial Planning: Coppeta assists with a broad spectrum of financial needs, not just investments.
• LPL Financial Affiliation: Access to a wide range of investment products and research.
• Accessibility Features: Ensuring a comfortable experience for all clients.
• Dedicated Client Service: Mr. Coppeta prioritizes individual attention and responsiveness.

Background and Qualifications: While specific details regarding Mr. Coppeta’s educational background and professional certifications are best obtained directly from his website, his affiliation with LPL Financial signifies a commitment to upholding high ethical and professional standards. LPL Financial is a large, independent broker-dealer, providing a robust platform for its advisors to serve their clients effectively. Mr. Coppeta’s experience within this framework allows him to leverage industry expertise and resources to the benefit of his clientele.

Recommendations for Prospective Clients: Individuals considering engaging Leo Coppeta’s services are encouraged to schedule an appointment to discuss their financial goals and explore potential strategies. Visiting the website, leocoppeta.com, will offer further insights into his approach and qualifications. Clients should prepare a detailed overview of their current financial situation, including assets, liabilities, income, and expenses, to facilitate a productive initial consultation. Furthermore, exploring the accessibility features offered at the office demonstrates a commitment to inclusivity and client comfort. The lack of current reviews is a minor consideration, but a strong focus on communication and a collaborative approach can quickly build trust and establish a beneficial client-advisor relationship. The online appointment option streamlines the initial stages, demonstrating a proactive approach to client service. It’s advisable to inquire about his fee structure and investment philosophy during the initial consultation to ensure alignment with personal financial priorities.

In conclusion, Leo Coppeta offers a professional and accessible service for individuals seeking sound investment advice and comprehensive financial planning. His dedication to client success, coupled with the resources of LPL Financial, positions him as a valuable partner in achieving long-term financial objectives.

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"summary": "Leo Coppeta is a Financial Consultant at LPL Financial in Mill Valley, CA, offering personalized investment strategies and comprehensive financial planning services to clients seeking expert guidance.",
"keywords": "Investment Advisor, Financial Planning, Wealth Management, Retirement Planning, LPL Financial",
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