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.

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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.

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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, 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.

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Disclosure

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. The Koptis Organization is independently owned and operated. The Koptis Organization is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA's BrokerCheck
For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
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The Koptis Organization

30432 Euclid Avenue, #201
Wickliffe, OH 44092
Phone: 440.526.2525
Fax: .440.526.4328

The Koptis Organization ©