Adam Coppock

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Let's Talk

Adam Coppock

Financial Planner

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Adam

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

Working with clients in the Greater Pittsburgh area and in my hometown of Columbiana Ohio has been a true blessing for me.

I'm Most Proud Of: the moments when my clients tell me how much they appreciate my work and how our team helped improve their life. Nothing is better than knowing we have helped better a family's financial life.

Leaders Council

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

The Prudential Difference

    • Property & Casualty: OH, PA
    • Variable Annuities: CA, FL, OH, PA
    • Securities License: CA, FL, OH, PA, SC, TX, VA
    • Variable Life Insurance: FL, OH, PA( CA License #4118398)
    • Fixed Annuities: FL, OH, PA( CA License #4118398)
    • Life Insurance: FL, OH, PA( CA License #4118398)

Adam Coppock is associated with the Keystone Mountain Financial Office, 1000 Noble Energy Drive, Suite 620, Canonsburg, PA, 15317-7550, Managing Director: Lisa Austin, Phone: 412-247-8070. Adam Coppock offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Adam Coppock offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.