Kehrer Bielan research has found that financial planning is a win, win, win for the member, the advisor, and the credit union. Members with a
Credit union members and their households really like credit unions. They exhibit high levels of trust in credit unions, preferring credit unions over all other
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Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Products offered through Copper Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Federal Credit Union.
