The Koptis Organization
Knowledge, Experience, Integrity
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.
What We Do
At The Koptis Organization, we view insurance acquisition as the beginning of a working relationship, not as a single commodity purchase. We are not oriented to one-time transactions; we are focused on becoming long-term insurance advisors to our clients. We seek to earn our client’s trust by providing cost-effective solutions that are uniquely tailored to meet our client’s needs.
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, Penn Mutual, and Unum, and the expertise of more than 150 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and financial solutions to meet the complex needs of their clients.
Disclosure
The Koptis Organization
30432 Euclid Avenue, #201
Wickliffe, OH 44092
Phone: 440.526.2525
Fax: .440.526.4328
The Koptis Organization ©