• Specialized

    Insurance

    FOR DENTISTS

  • Specialized

    Wealth Management

    FOR DENTISTS

  • Specialized

    Retirement Planning

    FOR DENTISTS

  • Specialized

    Business Planning

    FOR DENTISTS

  • Specialized

    Student Loan Refinance

    FOR DENTISTS

  • INSURANCE

     

    • Disability Insurance
    • Life Insurance
    • Dental Malpractice
  • WEALTH MANAGEMENT

     

    • Modern Portfolio Theory
    • Efficient Frontier
    • Three Factor Model
  • RETIREMENT PLANNING

     

    • 401k, IRA, Roth
    • Defined Benefit Pension
    • Deferred Comp
  • BUSINESS PLANNING

     

    • Tax Reduction & Efficiency
    • Selling Your Practice
    • Distribution Tax Planning
  • Student Loan Refi

     

    • Savings
    • No Fees No Catch
    • Convenience

Hello there.


Welcome to Cope Connelly. We are a financial services firm that specializes in working with Dentists, all around the country. Please feel free to explore more about us or contact us directly.

About Us   Contact Us

Check the background of our investment professionals on FINRA’s BrokerCheck.

Getting Started in Practice?

Have you recently graduated or are you in the first few years of practice? There are things to take care of, the very basics of your financial life. They are proper cash flow, debt management, disability, life and malpractice insurance. These are the first steps in financial planning. Make sure these are in order before moving to more advanced concepts: Retirement Planning & Wealth Management. If you’re not sure what you need, Contact Us and we’ll match our proven strategies with your situation. If you know you need something specific, use the quote forms below.

  • Disability Insurance

    Your compensation if you lose the ability to conduct your dental specialty. 

  • Life Insurance

    We Believe: Life Insurance is purchased to protect families, businesses and to create wealth

  • Dental Malpractice Insurance

    A contract that covers any and all claims regardless of when they occurred.

What We do

At COPE CONNELLY, we relieve the burden of doing it all yourself. Allow us to help manage your financial world and get back to doing what you set out in the beginning to do – practice your dental specialty and connect with your patients. Whether it is debt & cash flow management, protecting your practice, growing your wealth, planning for retirement or a myriad of other financial opportunities and concerns – we are here to help.

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Let‘s get started in under 5 minutes.