Randy L. Copus and Associates, LLC is a financial advisory firm with over 20 years of experience in the industry. They offer personalized financial planning and investment management services to help clients achieve their financial goals. Their team of experts uses a holistic approach to address all aspects of a client's financial well-being and provides access to a variety of financial products and tools to assist with decision-making.
The firm has a strong track record of delivering results and a reputation for expertise and excellent customer service. They work with a range of clients including individuals, high net worth individuals, business owners, retirees, small businesses, and corporate executives. Randy L. Copus, the founder and principal advisor, holds a Bachelor's degree in Accounting and is a certified financial planner.
Randy L. Copus and Associates, LLC operates on a fee-based compensation model and is transparent about their fees. They have a clean record with no disciplinary actions and uphold high ethical standards in all of their dealings with clients. It's important for clients to be aware of any potential conflicts of interest, the advisor's qualifications and experience, and investment risks when working with any financial advisor.