The Koptis Organization specializes in tailored financial solutions, focusing on life insurance, estate planning, business continuation, and employee benefits for closely held companies and large family estates. With over 50 years of experience, they aim to establish long-term relationships with clients, providing innovative planning and customized... products. The organization is a member of M Financial Group, which allows them to deliver complex financial solutions through established relationships with major product manufacturers. Their dedicated team is committed to earning their clients' trust by offering cost-effective, personalized services that meet unique financial needs. Read More

Koptis Employee Directory

Koptis corporate office is located in 30432 Euclid Ave Ste 201, Wickliffe, Ohio, 44092, United States and has 1-10 employees.

koptis

the koptis organization inc

Employees by Department

Departments

Number of employees

Operations

Sales

C-Suite

Medical & Health

Key Employees of Koptis

CF
Christopher Fi...
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Koptis Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Koptis

Hundreds of professionals searching for Koptis have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CF
Christopher Fisher
Email Direct
President
United States , Ohio , Wickliffe

VF
Vicki Fisher
Email Direct
Administrator
United States , Ohio , Wickliffe

DP
David Pollock
Email Direct
Team Member
United States , Ohio , Wickliffe

WK
William Koptis
Email Direct
Family Wealth Counselor
United States , Ohio , Wickliffe

LM
Leonard Marshall
Email Direct
Team Member
United States , Ohio , Wickliffe

KK
Karen Koptis
Email Direct
Account Representative
United States , Ohio , Wickliffe

KW
Kenneth Wirth
Email Direct
Sales Director
United States , Ohio , Wickliffe

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Frequently Asked Questions Regarding Koptis Employees

How many employees does Koptis have?

Koptis has 1-10 employees

Who are Koptis key employees?

Some of Koptis key employees are Christopher Fisher

Where is Koptis located?

Koptis’s headquarters are located at 30432 Euclid Ave Ste 201, Wickliffe, Ohio, 44092, United States

How do I contact Koptis?

Koptis Contact Info: Phone number: (440) 526-2525 Website: www.koptis.com

What does Koptis do?

The Koptis Organization specializes in tailored financial solutions, focusing on life insurance, estate planning, business continuation, and employee benefits for closely held companies and large family estates. With over 50 years of experience, they aim to establish long-term relationships with clients, providing innovative planning and customized... Read More

Is Koptis a public company?

Koptis is private company therefore does not currently have an official ticker symbol

See more information about Koptis Employees

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