David is great to work with! I highly recommend giving him a call to review your insurance options…read more He always answers the phone and provides a complete review of your options. Thanks David, keep up the great work!

From the owner: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another…read morekind, I'm here to help you understand the insurance coverage you may want. Serving the Molalla, OR area since 2020, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today.

I've worked with Copa to help with a couple of needs. Manny has been fun as well as professional…read more He has educated me along the way, allowing me to make better decisions that fit my situation rather than a generic formula. I really appreciate the help navigating complex issues and solutions and I feel I have a much better understanding of the why behind those decisions. A little peace in the unknown that is the future.

From the owner: COPA Wealth Strategies is your trusted partner in financial empowerment. From retirement planning…read moreand investment strategies to insurance advisory and wealth management, we're dedicated to guiding you towards financial well-being and success. Join us on the journey to secure your financial future with tailored solutions and expert guidance from COPA Wealth Strategies.

Navigating how to acquire health insurance properly can be difficult for people of all ages and…read moreexperience. When I was attempting (and struggling) to acquire individual health insurance after losing my previous coverage, I was filled with stress because I wasn't receiving the health insurance package that I needed. After being sent round-and-round in circles on the phone with health insurance providers, I decided to take matters into my own hands and searched online for insurance brokers and assistants online- thats when I hit the lottery. and stumbled upon Kate at PDX Insurance & Associates. I called PDX Insurance & Associates with desperate hope (and without making an appointment), asking for insurance assistance and Kate answered the phone. Kate took the time between her own busy scheduled appointments to help walk me through my insurance process. She went step-by-step with me to ensure I got the insurance I needed (as I was needing a specific provider to keep my primary care doctors). Kate was exceptionally personable, answering all of my questions and concerns with ease and depth of knowledge. Within a half hour, Kate had found me the insurance I needed at a price I could afford. She talked with me about plans and specifically detailed (over the phone and through email) what the next steps of my process I would needed and submit to take to ensure my insurance application was processed and approved. Kate and her colleagues at PDX Insurance & Associates are highly skilled, exceptionally kind in their customer service, and have the experience and knowledge to calmly answer any questions or concerns you may be having about acquiring health and dental insurance. I will ABSOLUTELY be coming back to PDX Insurance & associates (with a scheduled appointment next time) for my insurance assistance and I will be recommending them to all of my family and friends. Kate at PDX Insurance & associates made insurance a breeze and I am beyond grateful for this business.

From the owner: Our specialty is providing health and life insurance benefits that protect you today and align with…read moreyour plans tomorrow. We have specialized in the transition to Medicare since 2009. Kate Beck has been CEO of PDX Insurance & Associates, Inc since 2016. Recently, she's become a Certified Positive Intelligence Life Coach. Her focus is on empowering people to achieve more through leadership workshops and choosing the medical plan that fits their lifestyle using her custom made health or life insurance organizer's. Contact today for a free 15min consultation.