| Name | Title | Contact Details |
|---|---|---|
Elkan Wollenberg |
CIO | Profile |
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.
Spence Valuation Group, Inc. is a Kelowna, BC-based company in the Financial Services sector.
Steinbach Credit Union is Manitoba`s largest credit union and the 8th largest in Canada with over $4.75 billion in total assets.
Lenders Unlimited is a Honolulu, HI-based company in the Financial Services sector.
The Receivables Exchange, LLC is one of the leading providers in Financial Services. It is based in Antioch, CA. To find more information about The Receivables Exchange, LLC, please visit www.receivablesxchange.com