Copper Financial

(888) 695-3477
9777 Ridge Dr, STE 360, Lenexa, Kansas, 66219

Business hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm
Friday 9:00am to 5:00pm
Saturday 9:00am to 5:00pm
Sunday 9:00am to 5:00pm

About us

Copper Financial (“CuFi”) is an SEC registered investment adviser, 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. We are one of the only credit union-owned broker-dealer RIA firms working directly with other credit unions and their advisors.

Payment options Cash
Languages en_US
Tags investment planning,financial planning,investment advisor
Brands Community America Credit Union
Services investment planning,investment advisor,financial planning,retirement planning,education planning,rollovers,estate planning,insurance,wealth management,broker-dealer

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