| Name | Title | Contact Details |
|---|---|---|
Alicia Chavez |
Director, Brand and Content Marketing | Profile |
Stultz Financial is a Newport Beach, CA-based company in the Financial Services sector.
360 Federal Credit Union is a Windsor Locks, CT-based company in the Financial Services sector.
Phoenix Capital Inc is a Denver, CO-based company in the Financial Services sector.
Copper Financial ("CuFi") 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.
Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what`s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we`re inspired by the extraordinary potential companies and individuals possess to discover and claim their future.