COPIC Financial Service Group

COPIC Financial Service Group

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Reliable support for all your needs

COPIC Financial Service Group is an independent insurance brokerage and consulting firm that works with physicians, dentists, members of the health care community, and other professionals. We provide customized planning to make sure you are adequately insured, allowing your professional career and personal life to flourish.

We provide the tools and support you need to plan for the future with confidence. As part of the COPIC family of companies, COPIC Financial Service Group has served the health care and dental communities since 1985. Our team offers expertise in assessing practice risks and outlining personal goals, and because we are not directly tied to any insurance or investment company, you’ll receive objective advice based on research and performance. It's all part of a “big picture” approach to financial planning and insurance protection that examines your situation from every angle to determine the best products and services. In addition, select products offer discounted premiums for those who have medical professional liability coverage with COPIC.

What are some of the ways that COPIC Financial Service Group works with its clients?

  • Guidance on proper cyber liability coverage needs and added levels of coverage for COPIC insureds.
  • Retirement planning designed for physicians, dentists, and medical professionals.
  • An exclusive disability insurance program for medical professionals.
  • No-cost, in-depth insurance reviews to discover coverage gaps, identify adjustments to lower costs, and ensure that you have the right protections in place.
  • COPIC Financial Service Group is an endorsed administrator by the Colorado Dental Association (CDA) and offers special discounts for CDA members.
  • Expert assistance in navigating the complex and ever-changing health care insurance landscape to find a group benefits plan that meets you and your employees needs.
  • Employment Practices Liability Insurance (EPLI) for coverage against employment-related accusations.

Mike Edwards offers securities and investment advisory services through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC.  Jeff Feakes and Brad Radochonski offer securities through WFS, member FINRA/SIPC. Insurance services are offered through COPIC Financial Service Group which is not affiliated with WFS. WFS does not provide tax or legal advice. 7351 E. Lowry Blvd, Suite 400, Denver, CO 80230 (720) 858-6289.  The WFS financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states (registrations may vary by individual representative): California, Colorado, Florida, Idaho, Nevada, New York, Ohio, Oklahoma, Pennsylvania, Washington. 

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

COPIC Financial Service Group is an insurance brokerage firm representing a variety of insurance carriers. Products offered by COPIC Financial are not issued by COPIC Insurance Company.

 

"Thank you for your expertise, excellent follow-up and prompt attention from the very beginning...I am grateful to you for your patience."

Family Practice Physician in Fort Collins, CO

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