Meet our financial advisors:

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A trusted voice
We'd love to sit down with you and make a plan to meet your financial goals. Book an appointment now!
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.

Book an Appointment
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.

Book an Appointment
Phone: 623.580.6009
Email: anthony.rocha@copperstatewm.com
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Check the background of your financial professional on FINRA's BrokerCheck.

 

 

Anthony Rocha, Financial Advisor

Anthony Rocha, Financial Advisor

Anthony D'Astice , Financial Advisor
Anthony D'Astice, Financial Advisor

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Retirement and Investment Features

No matter your age, reviewing your savings strategy for life in retirement needs to happen sooner rather than later. Our team of local advisors are here to assist you in your retirement and investing planning, whether you already have a solid strategy in place or are just starting out.
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Dedicated advisor.
You will have a dedicated advisor to help you navigate your retirement and investment planning.
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Dependable service.
You can count on our team to offer local, professional and dependable advice you can trust.
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Personalized investments.
Your advisor will help you select an investment strategy based on your specific timeline and risk tolerance.
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Quality investment options.
Our advisors offer quality retirement and investment options for all of your personalized planning needs.
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Complimentary Review
Let our experienced advisors take a look at your financial plan or help you create one. Schedule your financial planning meeting by filling out the form above.

Retirement and Investment Options:

  • Retirement planning

    Our financial advisors have over 69 years of combined knowledge and retirement planning experience.

  • Insurance

    Plan for the unexpected. Our financial advisors offer several insurance options for you to review, including life insurance.

  • 401(k) and IRA rollovers

    Our financial advisors will help you navigate what type of rollover strategy is right for you, whether you're consolidating accounts or switching jobs.

  • Education savings options

    Explore Education Savings Accounts (ESA), 529 plans and more.

  • Stocks, bonds, mutual funds and annuities

    Our financial advisors can guide you into the best portfolio for your retirement goals.

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How much of a nest egg will you need?
It depends on many factors, including your current age, retirement goal, monthly savings, rate of return and more.

Estimate your savings needs with our retirement calculator.

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)

Not NCUA Insured • No Credit Union Guarantee • May Lose Value

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