We help clients become properly protected, debt free and financially independent.
We are licensed financial advisers and offer a complimentary Financial Needs Analysis that creates a customized plan in regards to debt, insurance (auto, home and life) and investing/savings (retirement, college planning, 401k plans, 403(b) plans, etc.).
We also offer complimentary educational Financial Wellness Seminars for organizations and companies as well as Faith-Based Financial Wellness Seminars for Christian organizations and churches.
We currently have three locations and are looking to expand by training and licensing additional representatives (part and full time) with the potential option of opening additional office branches.
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We understand the insurance needs of locally-owned businesses because we're one, too. As an ASBA member backed by CNA, we're dedicated to helping small businesses like yours safeguard all you've worked so hard to build.
CopperPoint Insurance is Arizona's premiere provider of workers compensation insurance. We've been providing coverage and advocating for Arizona businesses, small and large, throughout the state since 1925.