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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.
Rho makes business finances frictionless. Manage corporate cards, banking, AP, global payments, and more from a single, tech-forward platform. Automate your finance workflows and get expert, personalized support around the clock—for greater speed, savings, and control. Founded in 2018, Rho has raised $205 million in equity and debt funding and partnered with some of the world`s fastest scaling companies, supporting them from seed to IPO.
"RIA offers you a ""turnkey operation."" We provide you with all of the equipment, materials, support and training you'll need to operate a money transfer business. By becoming a RIA Agent, you are gaining a source of profit that will enhance and complement"
Wright Investors Service is a Milford, CT-based company in the Financial Services sector.
North Iowa Community Cu is a Mason City, IA-based company in the Financial Services sector.