You will always get personal advice, personal guidance, and personal attention. The disciplined, systematic investment plan you get from us will be based on our in-depth conversations with you. No guesswork. No suppositions. No “one-size-fits-all. ” You’ll get an investment portfolio that is truly yours, attempting to help you reach your specific financial and investment goals. Although no investment plan can assure profits nor protect against losses in declining markets, we will strive to help you reduce volatility in your portfolio. We will strive to help you control risk through diversification. We will strive to help you maximize your returns through proper asset allocation. We will strive to create and manage a financial portfolio that reflects your risk tolerance. And we will strive to always return your phone calls. Promptly.
One final thing. Our goal is to assist you in reaching your financial goals. Together, we believe that we can help you create a solid investment portfolio designed with a goal to meet your individual needs.
Dave Ramsey Local Provider.
Listen to us on Sundays at 3pm on 104.1 FM, The Optimistic Investor.
Date: Thursday, September 29 Time: 4:00 PM - 7:00 PM Location: Westin La Paloma Resort & Spa, Tucson
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Allowing you to concentrate on what’s really important.
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.
Date: Every 2nd Tuesday of the Month Time: 3:30 PM - 5:00 PM Location: Phoenix or Tucson
You're important to us and we want to help protect you
and your family through the use of insurance products. As a valued association member, you have the opportunity to purchase an insurance policy with lower premiums and/or enhanced benefits not available to the general public. Click here to learn more.
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.