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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.
We offer excellent benefits: We offer the best benefits because we understand what our clients want and need. You and your loved ones will benefit from: Worldwide medical coverage Direct payment to hospitals and doctors No age limit on renewals
Carney Legal Group, P.A. is a Delray Beach, FL-based company in the Financial Services sector.
Northwest Consumers Federal Credit Union is a Traverse City, MI-based company in the Financial Services sector.
Affinity Credit Union is a Des Moines, IA-based company in the Financial Services sector.