Steven P. Copeland

Steven P. Copeland

| CFP®

Safe Harbor Financial Planning

Fee Only Financial Planner Located in Bronxville, NY and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

53 Rossmore Avenue
Bronxville, NY 10708

Steven Copeland is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Steve Copeland has over 30 years of experience in the financial services industry including 4 years as a Vice President at Merrill Lynch and 8 years as a Vice President at Chemical Bank.  He received his Bachelors Degree in Business Administration from Syracuse University in 1978. Mr. Copeland is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Registered Investment Advisor in the state of New York, a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association (FPA). He lives and works in Bronxville NY.