Your Path Forward

Copperstone Financial Group is a relationship driven Employee Benefits Agency aimed at providing leading edge benefit plans and superior administrative support

Your Path Forward

Copperstone Financial Group is a relationship driven Employee Benefits Agency aimed at providing leading edge benefit plans and superior administrative support

Who We Are

Copperstone Financial Group is a 30 year old financial services agency that brings an extensive level of expertise and experience in working with business owners and their employee benefit plans.

What We Do

Primarily we focus on two key benefit areas, plan design management and administrative support services. Two of the biggest cost drivers for employer benefit plans.

We Show you the Proper Path

Here at the Copperstone Financial Group our aim is to serve your businesses Employee Benefits needs. Our wealth of knowledge and expertise in this highly specialized field can help make sense of the vast number of options in the marketplace. We show you the proper path to propel those goals into realization. Our focus is to work with your business and employees while meticulously striving to enhance the value of your employee benefit plans.