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Online Privacy Notice

Learn how we manage, collect and protect your information when you visit our website and interact with us outside of this website. To read our Online Privacy Notice, click here.

Privacy Policy

We are committed to protecting and respecting your privacy each time you interact with us to obtain a financial product. To read our Privacy Policy click here.

Privacy Request Form

Link to the Privacy Request Form.

Client Relationship Summary

To learn more about Copper Financial and its financial representatives, visit FINRA BrokerCheck.


For important information please review our Disclosures. Click here to access our Privacy Center.

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 Credit Union.

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