Name | Title | Contact Details |
---|---|---|
Sarah McNutt |
CISO, Director of Operations and Compliance | Profile |
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.
Westminster Federal Credit Union is a Westminster, CO-based company in the Financial Services sector.
Keiter, Slabaugh, Penny is a Glen Allen, VA-based company in the Financial Services sector.
Central Corporate Credit Union is a Southfield, MI-based company in the Financial Services sector.
Digit is a journey aimed at refreshing the interactions between humans and their money. Bad financial habits create unnecessary hardship that derail us from living our life to the fullest. We believe we can help people avoid some of these hardships by combining recent discoveries in behavioral psychology with technology.