COPIC Financial Service Group

COPIC Financial Service Group

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Reliable support for all your needs

COPIC Financial Service Group is an independent insurance brokerage and consulting firm that works with physicians, dentists, members of the health care community, and other professionals. We provide customized planning to make sure you are adequately insured, allowing your professional career and personal life to flourish.

We provide the tools and support you need to plan for the future with confidence. As part of the COPIC family of companies, COPIC Financial Service Group has served the health care and dental communities since 1985. Our team offers expertise in assessing practice risks and outlining personal goals, and because we are not directly tied to any insurance or investment company, you’ll receive objective advice based on research and performance. It's all part of a “big picture” approach to financial planning and insurance protection that examines your situation from every angle to determine the best products and services. In addition, select products offer discounted premiums for those who have medical professional liability coverage with COPIC.

What are some of the ways that COPIC Financial Service Group works with its clients?

  • Guidance on proper cyber liability coverage needs and added levels of coverage for COPIC insureds.
  • Retirement planning designed for physicians, dentists, and medical professionals.
  • An exclusive disability insurance program for medical professionals.
  • No-cost, in-depth insurance reviews to discover coverage gaps, identify adjustments to lower costs, and ensure that you have the right protections in place.
  • COPIC Financial Service Group is an endorsed administrator by the Colorado Dental Association (CDA) and offers special discounts for CDA members.
  • Expert assistance in navigating the complex and ever-changing health care insurance landscape to find a group benefits plan that meets you and your employees needs.
  • Employment Practices Liability Insurance (EPLI) for coverage against employment-related accusations.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRASIPC and Registered Investment Adviser. COPIC Financial Service Group and Woodbury Financial Services, Inc. are not affiliated entities. COPIC Financial Service Group: 7351 E. Lowry Blvd., Ste. 400, Denver, CO 80230.

COPIC Financial Service Group is an insurance brokerage firm representing a variety of insurance carriers. Products offered by COPIC Financial are not issued by COPIC Insurance Company.

"Thank you for your expertise, excellent follow-up and prompt attention from the very beginning...I am grateful to you for your patience."

Family Practice Physician in Fort Collins, CO

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