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    • Our Team
      • William H. Koptis, CLU
      • Christopher Fisher
      • Judy A. Jacobs
      • David G. Pollock
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    Financial Calculators

    Financial Calculators

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  • Disclaimer

    The Koptis Organization, and their agents are presently licensed to sell traditional life insurance in CA, FL, IA, IL, IN, MA, MI, OH, RI, TN, and WI. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.
    Information relating to securities is intended for use by individuals residing in AZ, FL, IL, IN, KY, MA, MI, NJ, OH, SC, VT, and WI. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state.
    Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer Member FINRA / SIPC.

    The Koptis Organization is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
    Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

  • The Koptis Organization

    9150 South Hills Blvd., Suite 330
    Cleveland, OH 44147
    Phone: 440.526.2525
    Fax: .440.526.4328

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