| Name | Title | Contact Details |
|---|---|---|
Jessica Barile |
VP, Compliance Officer and Corporate Counsel | Profile |
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.
Founded in 1972, ICMA-RC helps those who serve their communities build toward a secure and confident financial future. ICMA-RC is a mission-based, nonstock, nonprofit, financial services company with approximately $70 billion in assets under management and administration (as of March 31, 2021). The company focuses on delivering results-oriented retirement plans, education, investments, and advice for over 1.5 million public participant accounts. For more information, visit www.icmarc.org, download ICMA-RC’s mobile app from the App Store® and Google Play TM, or follow ICMA-RC on Facebook, LinkedIn, and Twitter. For more information, visit www.icmarc.org, download ICMA-RC`s mobile app from the App Store® and Google PlayTM or follow ICMA-RC on Facebook, LinkedIn, and Twitter. The company has announced that it will change its name to MissionSquare Retirement, effective in June 2021.
Stalker & Associates is a Newtown, PA-based company in the Financial Services sector.
Generations Financial Advisors is a Salisbury, MD-based company in the Financial Services sector.
Our innovative online credit solutions provide immediate relief to customers today and help them build a brighter financial future. We are committed to rewarding borrowers` good financial behavior with features like lower interest rates, free financial training, and free credit monitoring. Our suite of groundbreaking credit products includes RISE, Sunny, and Elastic. We`re privately held and backed by respected Silicon Valley venture capital firms including Sequoia Capital and Technology Crossover Ventures.