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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.
Student Assstnce Fndation Mont is a Helena, MT-based company in the Financial Services sector.
Jennison Associates Llc is one of the leading companies in Financial Services industry. Jennison Associates Llc is based in New York, NY. You can find more information on Jennison Associates Llc at www.jennison.com
Dana manages funds for a variety of institutional clients, both public and private. In addition to municipalities, corporation, and foundations, Dana provides a high level of service to high net worth clients, in both taxable and non-taxable accounts.
Founded in 2004, Tervela delivers the next-generation communications infrastructure - the Message Network(tm). This platform was designed and engineered to exceed the information dissemination and processing requirements of the world's most demanding financial services institutions.