Copper Financial
Copper Financial ("CuFi") provides credit unions a member focused experience by delivering a fully integrated investment program that has your members best interests in mind – and they don’t need to h...load more
Copper Financial's Basic Information
Industry
Financial Services
Headquarters
Lenexa, Kansas, United States
Website
Founded Year
2001
Headcount
51 - 200 ( View All )
Specialties
Financial PlanningRetirementIRAWealth MangementInvestment AdvisorRollover401(k)Trust ServicesSpecial Needs CenterIndependent AdviceAnnuitiesMutual FundsManaged MoneyRoth IRATax PlanningFinancial AdvisorFee-based Advisor529 College Savings PlanNon-QualifiedWealth Transfer
Copper Financial's Competitors
Employee Insights
Copper Financial's Top Employees
Brianna Boyle
Retail Branch Associate
Phone Email
Daniel Wilkes
Financial Planning Associate
Phone Email
Shane Toner
OSJ Manager
Phone Email
Amanda Spear
Operations Manager
Phone Email
Kimberley Shobe
Assistant Branch Manager
Phone Email
Frequently Asked Questions Regarding Copper Financial
Where is Copper Financial's headquarter located?
Copper Financial's headquarter are located at United States.
How many employees does Copper Financial have?
Copper Financial has 51 - 200 employees.
What is Copper Financial's official website?
Copper Financial's official website is https://cu.financial
What industry does Copper Financial belong to?
Copper Financial is in the industry ofFinancial Services
What does Copper Financial do?
Copper Financial ("CuFi") provides credit unions a member focused experience by delivering a fully integrated investment program that has your members best interests in mind – and they don’t need to h...
What specialty does Copper Financial have?
Financial PlanningRetirementIRAWealth MangementInvestment AdvisorRollover401(k)Trust ServicesSpecial Needs CenterIndependent AdviceAnnuitiesMutual FundsManaged MoneyRoth IRATax PlanningFinancial AdvisorFee-based Advisor529 College Savings PlanNon-QualifiedWealth Transfer
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