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

Sbs Consulting Inc

Sbs Consulting Inc is a Newtonville, MA-based company in the Financial Services sector.

Arizona School Choice Trust

Arizona School Choice Trust is a Phoenix, AZ-based company in the Financial Services sector.

ANTHONY BOXER CONSULTING

ANTHONY BOXER CONSULTING is a Lancaster, CA-based company in the Financial Services sector.

American Financial Network,

As one of the fastest growing mortgage bankers in the United States, we opened our doors in 2001 and have since expanded with many community-based branches across the nation. Headquartered in Brea, CA, AFN built its reputation as an outstanding mortga...

Wipfli Financial Advisors

At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.