For Members

Our Members-First Mentality

Whether you’re investing a large or small sum of money, your best interests and dreams are the first thing on our minds. Copper Financial works with your Investment Representative to provide you the breadth of tools and services you need to help you define and plan for your financial goals. 

The philosophy at Copper Financial is centered around ensuring you have access to investment planning, always with the goal of increasing your financial well-being. Whatever your financial goals are, our aim is to ensure that you have access to everything you need to make progress towards them, all delivered with the caring member experience you are used to. 

We provide your Investment Representative with the world-class technology and robust services needed to guide you towards reaching your financial goals. They are equipped with a comprehensive suite of investment services, including:  





Trusts & Estate


And thanks to your credit union’s partnership with us, you’re empowered with a wide variety of wealth management services at your fingertips, and a high-touch team that has your best interests in mind.