Copper Financial

Copper Financial provides credit unions a member focused experience by delivering a fully integrated investment program that has your members best interests in mind and they dont need to hit a certain income bracket or savings level to get started. With an array of best-in-class technology, coupled with more than 20 years of investment experience, we have built investment programs from the inside with direct guidance and oversight from an executive team who has walked in your shoes. Through our Financial Professionals, we offer a comprehensive suite of investment services including Financial Planning, IRAs, Rollovers, Trust Services, and Insurance, to...

Financial planning,retirement,ira,wealth mangement,investment advisor,rollover,401(k),trust services,special needs center,independent advice,annuities,mutual funds,managed money,roth ira,tax planning,financial advisor,fee-based advisor,529 college savings plan,non-qualified,and wealth transfer

Copper financial operates in the Financial services industry.

Copper financial's revenue is 11m - 100m

Copper financial has 11 - 50 employees.