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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.
PKF O`Connor Davies, LLP is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, eleven offices in New York, New Jersey, Connecticut, Maryland and Rhode Island, and more than 700 professionals, the Firm provides a complete range of accounting, auditing, tax and management advisory services. PKF O`Connor Davies is ranked 29th on Accounting Today`s 2018 “Top 100 Firms” list and is recognized as one of the “Top 10 Fastest-Growing Firms.” PKF O`Connor Davies is also recognized as a “Leader in Audit and Accounting” and is ranked among the “Top Firms in the Mid-Atlantic,” by Accounting Today. In 2018, PKF O`Connor Davies was named one of the 50 best accounting employers to work for in North America, by Vault. PKF O`Connor Davies is the lead North American representative in PKF International, a global network of legally independent accounting and advisory firms located in over 400 locations, in 150 countries around the world.
Great Lakes Financial Resources Inc is a Blue Island, IL-based company in the Financial Services sector.
For more than four generations, TCB has been helping our customers make their goals and dreams a reality. We opened our doors on South Street in Roslindale in April, 1898, as Roslindale Cooperative Bank. From 1928 to 1956, our main office was located on the corner of Corinth Street. In 1956, we moved to 40 Belgrade Avenue, where we still are today. Our West Roxbury branch opened in the fall of 1994, and four years later we merged with Charlestown Cooperative Bank to become The Cooperative Bank. Today, we are known as TCB.
Silvergate Capital Corporation ('Silvergate) is the parent company of Silvergate Bank, a California chartered commercial bank.