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Lui is a San Francisco, CA-based company in the Financial Services sector.
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.
People and money. For most of us, it`s a complicated relationship. We`re here to uncomplicate it – to help people create simpler, more meaningful relationships with their money, so that they can get where they want to go. We do that by getting to know our customers (really know them!) and their unique situations, asking honest questions, and offering advice in plain human speak. Whatever keeps people up at night - the real, impactful things in life - are what we want to help with. With industry-high customer satisfaction and employee engagement ratings every year, we`re known for our culture of caring, curiosity, and optimism. As a mutual bank owned by our customers, our sole focus is serving them. And our team never (ever) makes a commission, an approach that means customers can always trust that what we`re recommending is truly best for them. Money pulls the strings of our hopes and dreams – the big-picture stuff that`s most significant in life. We get that – and we`re honored to be a part of it. So let`s sit down, get to know each other, and chat about what you want your money to do. Meet your money at Think Bank!
American Southwest Credit Union is a Sierra Vista, AZ-based company in the Financial Services sector.
Robins Federal Credit Union is a local non-profit financial cooperative with nineteen branches in central Georgia. Robins Federal currently provides financial services to over 138,000 members, with assets exceeding $1.4 billion.