Coppedge & Carey
Insurance and Securities made simple
Take flight into the powerful concepts of financial planning and curated information of the securities industry. With detailed oriented plans from our specialists and investment strategists.
Who we are
Financial Education For Everyone
C&C empowers the overlooked middle class with financial literacy that transforms lives. We don't just manage wealth—we create it, offering transparent financial planning, superior investment returns, and unique term life insurance solutions that protect what matters most. Whether you have $25 or $2 million, our licensed advisors serve as your financial GPS, guiding families through life's transitions with integrity and personalized strategies that build generational abundance. We meet you where you are today to help you reach the tomorrow you deserve.
CEO- Kendrick Carey
What We Do
Committed to our clients
Financial Advisors for families
It involves assessing your current financial situation, setting financial goals, and developing a plan to reach those goals. Life insurance, investment opportunities, estate planning and your children's educational expenses are critical to your financial house. Financial planning is a continuous process, and it is important to review and update your plan regularly to reflect changes in your life and financial situation.
Estate Planning
Assisting clients with purchasing the correct amount of life insurance and the right type that fits their needs. We help clients walk through the most important insurance they will ever own so they can be assured that if anything were to happen to them their family will be cared for in their absence. Wills, trusts, legal assistance, power of attorneys and probate assistance are vital to structuring life after death in addition to financial strategies.
Wealth Strategies
Providing financial consultation and guidance during personal or financial crises, such as divorce, sudden inheritance, bankruptcy, or unexpected windfalls, helping clients make sound decisions during challenging times. Delivering accurate advice during marriages, promotions, unforeseen moves, home purchases, and new additions to the family. We present a lower cost to entry alongside clear solutions for clients to initiate their financial plan so they can start preparing for their future today.
Careers
Where Destiny Meets Opportunity
Our apprenticeship program gives everyone the opportunity to expand their career in the realm of finance. By providing unprecedented development and exposure to industry experts and leaders with over 50 years of experience.
Exceeding Our Own Expectations
Our strategy is deeply rooted in solving problems for an overlooked class in North America. We are positioned as the sole company focused on reducing this problem. By harnessing our Nationwide Life Insurance, Wealth management franchises and 48 years of ground work, we are in an unparalleled position to drive growth, and value for existing and current clients.
Coppedge & Carey
