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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.
Experian Scorex is a Allen, TX-based company in the Financial Services sector.
Parkside is simplifying global access to US stocks through regulatory innovation and modern technology. We`re a registered US broker-dealer providing access to US stocks for individuals around the world - starting with Asia. Soon you can invest globally using your local currency, low fees and no minimums.
Physicians Health Plan of Mid Michigan is one of the leading providers in Financial Services. It is based in Woods Cross, UT. To find more information about Physicians Health Plan of Mid Michigan, please visit www.phpmm.org
Avant Global is built on the guiding belief that trust, above all else, is the most powerful currency in business. Trust is something you earn and is at the foundation of all we do. We also believe trust is an action, something that must be shown, not just said. We uphold ourselves and partners to an unwavering integrity, and pride ourselves on the follow through that has been entrusted to us. We are at our happiest, when we are serving others. Our mission is to help guide top leaders and companies through the process of strategic change and growth. We do this by connecting our clients and partners with the right decision makers, within the right markets, that they can trust. Since 1999, Avant Global has specialized in helping high-net-worth individuals, family offices, investors and Fortune 1000 companies seamlessly open doors and close deals with the support of our vetted global network. We specialize in identifying and forging deep relationships with the world’s most disruptive leaders and investments across strategic technology sectors, energy, real estate, and consumer products.