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Home > Financial Services > Accountants > The Copeland Group CPAs
The Copeland Group CPAs
The Copeland Group was established in 1998 and provides tax reviewed, long term investment advice for clients looking for a high quality financial plan and investment strategy. This advice is for trustees of retirement plans, individuals and not-for-profit investment committees and estates. All investment and financial plans are prepared and reviewed by a practicing CPA and an Investment Manager of The Copeland Group Financial Advisors. Working as a team, they are talented to customize a portfolio to meet each individual’s investment and tax planning needs.
Through sound investment and tax advice, clients receive expertise rarely found in the investment world. They have rewarded that confidence by placing over $122,000,000 of assets under management at The Copeland Group Financial Advisors. As a fee only investment advisory firm, with no commission or compensation arrangements with the investment or insurance companies, clients have self-belief that the advice they receive is specifically what is best for them.
Not just an ordinary CPA but a practice that has become the trusted advisor to hundreds of business professionals, owners and individual investment clients in tax strategies, tax preparation, buying and selling of businesses, business success and profitability planning and planning for and supporting clients with the transition into retirement and achieving other life objectives.
The Copeland Group Financial Advisors is a fee-only investment advisor and is the fastest growing CPA firms in the Inland Empire. Their firm offers a wide range of services to their individual and business clients. Since their firm is relatively small, their clients benefit by getting personalized quality service that is further than comparison.
Their services include Business Consulting, Business Succession Planning, Consulting Services, Debt & Financing Services, Estate & Trust Tax Preparation, Accounting Services, etc. Taking care of Businesses has become more complex and stretches expertise, abilities and resources of business owners, professionals and managers. The Copeland Group and The Copeland Group Financial Advisors continue daily to make the process easier and also assist in solving the problems, suggest new ideas and be a safe haven for hard issues for their clients. The Copeland Group knows that giving advice effectively, earning the trust of their clients and building long term business relationships lets their clients’ great peace of mind while achieving their life purposes.
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