Credit Unions are utilizing Copper Financial to enable their wealth management offering
Lenexa, Kan.—(June 22, 2023)— True Sky Federal Credit Union (“True Sky”) has selected Copper Financial’s wealth management platform to provide premier investment and financial services to their 60,000-plus credit union members.
Credit union members of Oklahoma City-based True Sky now have access to a wealth advisor who is supported by a robust technology platform and the ability to offer financial planning services and various investment vehicles.
“We want to help our members plan for their financial future, and we needed a partner who understood our business and our members’ needs,” said Sean Cahill, CEO of True Sky. “Copper Financial has walked in our shoes. They are owned by CommunityAmerica Credit Union and built their wealth management platform for credit union members. With Copper Financial, we can now offer members access to both a wealth advisor as well as digital investing solutions. Most importantly, Copper Financial brings first-hand experience to help us successfully increase member engagement via wealth management offerings.”
Justin Steitz, president of Copper Financial, said: “Our mission at Copper Financial is to provide all credit union members access to wealth management services directly from their credit union. We only work with credit unions, and our partners trust us to approach investing through the eyes of their members. We make their members our priority whether they’re investing a little or a lot of money. With us, every investment counts.”
About Copper Financial
Copper Financial (“Copper Financial”) 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. To learn more about CuFi, visit cu.financial.
Media Contact:
Susan Johnson
Copper Financial
srjohnson@cacu.com
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