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 services 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 years of experience 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 services and insurance protection that examines your situation from every angle to determine the most appropriate products and solutions. In addition, select products offer discounted premiums for those who have medical professional liability coverage with COPIC.

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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 plan services designed for physicians, dentists, and medical professionals.
  • An exclusive disability insurance program for medical and dental professionals.
  • No-cost, in-depth insurance reviews to discover coverage gaps, identify adjustments to lower costs, and help to 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.
  • Knowledgeable 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.

Jeff Feakes offers securities and Aaron Jensen offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Brad Radochonski offers securities through The Leaders Group, Inc. Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. COPIC Financial Services Group is not affiliated with The Leaders Group, Inc.

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

 

"Thank you for your knowledge, 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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