Earning The Right To Serve

For over 50 years, The Koptis Organization, has designed solutions for the specialized financial needs of closely held companies and large family estates. We work closely with a client and their advisors to craft a “blueprint” to help meet their unique personal, corporate and social goals and responsibilities. Through innovative planning, customized products and providing quality service, we strive to “earn the right to serve” as a key financial architect for our clients.

Areas of Expertise

The Koptis Organization is committed to assisting individuals and corporations on the Accumulation, Conservation and Transfer of wealth by advising and providing high quality insurance, executive benefits and strategic planning.

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Meet our Team

Many companies espouse excellence, but few are committed to reach its pinnacle. At The Koptis Organization, excellence is a never-ending climb to reach the top. For those like us who are passionate about planning, we build on today’s accomplishments while raising the bar for tomorrow’s achievements. Our uncompromising performance standards are founded on the principle that the search for excellence is on-going and is part of the exciting challenge to help clients increase, preserve, and transfer wealth, and enjoy their financial well-being.

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The Power of M

M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 130 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.

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