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Looking for information about IRAs?

At this time, new Copper State CU IRA accounts have been discontinued.

We recommend meeting with one of our partner financial advisors at Copper State Wealth Management for a complimentary review of your investment options.

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Trusted advice, one click away.
Don't wait, there is no better time. Send us an email and we will coordinate a time to discuss your personal financial situation!
Anthony D'Astice, CRC®Anthony D'Astice, CRC®
For over 25, years Anthony has been helping individuals and business owners with their retirement, investing and insurance needs. Anthony prides himself on his consultative approach to financial planning.

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Phone: 602.375.7350
Email: anthony.dastice@copperstatewm.com
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Anthony T. Rocha, CRC®Anthony T. Rocha, CRC®
For over 24 years, Anthony has guided clients through the ever-changing market conditions. His ability to explain it in a way that is easy for clients to understand has helped build long lasting, trusting relationships.

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Phone: 623.580.6009
Email: anthony.rocha@copperstatewm.com
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Disclosure

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. Copper State Wealth Management, Copper State Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice.

Click here for a copy of PFG Advisors' Relationship Summary (Form CRS)
Click here for a copy of Securities America, Inc's Relationship Summary (Form CRS)

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