Meet our financial advisors:

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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.

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.

 

 

Book Your Complimentary Financial Review

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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Free Financial Review
Meet with our partner financial advisors for a complimentary financial review. They can offer a second opinion to make sure your retirement plans are on track! Schedule your review by filling out the form above.

Retirement and investment options:

  • Retirement and investment planning.

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

  • Insurance planning.

    Our financial advisors are prepared to offer life insurance due to its importance for financial planning.

  • 401(k) rollover strategies.

    Our financial advisors will help you navigate which 401(k) rollover strategy is right for you.

  • Education funding.

    Our financial advisors can help you prepare for your children's or grandchildren's education.

  • Stocks, bonds, mutual funds.

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

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Do you know how much you should be saving for retirement? Our retirement calculator can let you know if you are on track.
How much you should be saving depends on many factors including your current age, retirement goal, monthly savings and rate of return to name just a few.

Your savings goal will also be impacted by how much you plan to spend in retirement. To estimate how much you should be saving, try our retirement calculator.
FREE GUIDE

2022 Tax Brackets and Deadlines to Know
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Filing your taxes soon?

 

Here's what our guide includes:

  • Updated federal income tax brackets
  • Standard deductions info
  • Alternative minimum tax exemptions
  • Education tax benefits
  • Retirement account contribution limits
  • And more!

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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