CTOs on the Move

Copper Financial

www.cu.financial

 
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 ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.cu.financial
  • 4550 North West Newberry Hill Road Suite 101
    Silverdale, WA USA 98383
  • Phone: 360.698.6546

Executives

Name Title Contact Details

Similar Companies

Montana Federal Credit Union

Montana Federal Credit Union operates as a credit union in Cascade, Chouteau, and Teton County. It offers home equity loans, home mortgage loans, payment protection loans, personal loans, recreational loans, share secured loans, student loans, vehicle loans, insurance services, certificates of deposits, credit cards, youth accounts, IRA accounts, Christmas club accounts, money market accounts, savings accounts, share certificates, checking accounts, reorder checks, debit cards, and online services. The company was formerly known as Great Falls Cooperators Credit Union and changed its name in 1983. Montana Federal Credit Union was founded in 1940 and is based in Great Falls, Montana.

Alterna Wealth Management

Alterna Wealth Management is a Fort Lauderdale, FL-based company in the Financial Services sector.

Galen Partners

Galen Partners is one of the leading providers in Financial Services. It is based in Colfax, CA. To find more information about Galen Partners, please visit www.galen.com

Midwest Corporate Federal Credit Union

Midwest Corporate Federal Credit Union is a Bismarck, ND-based company in the Financial Services sector.

Space Coast Financial Group

Space Coast Financial Group is a Rockledge, FL-based company in the Financial Services sector.