Financial Services
COPIC Financial
COPIC Financial Service Group offers CMS members financial services and advice in the areas of employee benefits, property/casualty coverage, worker’s compensation, long-term care coverage, life and disability insurance, and investment and retirement planning. You’ll receive advice based on your needs. Call (720) 858-6280 or visit www.callcopic.com/coverage-options/copic-financial-service-group.
Member Benefits, Financial services, Partners in Medicine, Elite
Key Bank
CMS is pleased to announce KeyBank as our newest Partner in Medicine.
- Physician Mortgages
- Practice Acquisition Finance
- Automated AP/AR Solutions
- 90% LTV on Real Estate Loans
- Partner Buy-in Financing
- Medical Equipment Financing
Contact: Shelly Doan
Cell: 913-406-4479
shelly_doan@keybank.com
Member Benefits, Financial services, Partners in Medicine, Gold
Panacea Financial
Whether you are moving for your next step in your career, looking for ways to fund your practice, or you simply want personalized serviced from your banking partner – Panacea Financial was built specifically for you because it was founded by doctors. Panacea Financial is a division of a national and publicly traded bank who is a FDIC member which means they can deliver excellent banking services nationwide and still provide personal customer service designed around the unique needs of doctors.
Panacea Financial Services Offered
- Personal Loans up to $75,000 in as little as 24 hours at rates less than half of a credit card
- Student Loan Refinance with no maximum or cosigner requirement. Rates don’t change based upon your debt or income level.
- Commercial Loans with fully digital application and quick funding process
- Free Checking with no ATM fees nationwide
- High-yield Savings account
- Live Customer Service 24/7
Learn about our exclusive offerings for CMS members by visiting: https://panaceafinancial.com/ref/cms/
Member Benefits, Financial services, Partners in Medicine, Gold
SHJ Wealth Advisors
For more information contact:
Daniel Brascetta, CFP®
303.639.5100 Ext. 329
800.557.9380 Toll Free
dan@shjwealthadvisors.com
shjwealthadvisors.com
Member Benefits, Financial services, Partners in Medicine, Diamond