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Julie Lownes Review of Copia Wealth Management, INC
I recently started investing with Copia Wealth Man...
I recently started investing with Copia Wealth Management, INC and so far my experience has been average. The customer service is decent, but I expected more personalized attention. The advisors seem knowledgeable and helpful, but I wish they would explain their strategies in more detail. Overall, it's an okay experience.
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