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Structured public business summary

Copper State Wealth Management

A team of local financial advisors who assist with retirement and investment planning, whether you already have a solid strategy in place or are just starting out.

United States

Official website

Machine-readable JSON profile

Categories

  • Wealth management (primary)
  • Financial Services & Insurance
  • Life insurance

Services

  • 401(k) And IRA Rollovers — Our financial advisors will help you navigate what type of rollover strategy is right for you, whether you're consolidating accounts or switching jobs.
  • Auto Loan
  • Business Checking Account
  • CashBack Checking
  • Copper State Credit Union Financial Services — Copper State Credit Union offers comprehensive financial services including savings accounts, checking accounts, loans, mortgages, business banking, investment services, and wealth management for Arizona residents.
  • Copper State Wealth Management — A team of local financial advisors who assist with retirement and investment planning, whether you already have a solid strategy in place or are just starting out.
  • Credit Card
  • Education Savings Options — Explore Education Savings Accounts (ESA), 529 plans and more.
  • High-Yield Savings Account
  • Home Equity Loan
  • Insurance — Our financial advisors offer several insurance options for you to review, including life insurance.
  • Investment Services
  • Mobile Banking
  • Mortgage
  • Personal Loan
  • Retirement And Investment Planning — Retirement and investment planning with a dedicated advisor who will help you select an investment strategy based on your specific timeline and risk tolerance. Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Not FDIC/NCUA Insured | No Financial Institution Guarantee | May Lose Value.
  • Retirement Planning — Our financial advisors have years of combined knowledge and retirement planning experience.
  • Savings Account
  • Stocks, Bonds, Mutual Funds And Annuities — Our financial advisors can guide you into the best portfolio for your retirement goals.
  • Wealth Management
  • Zelle® — Use Zelle® in the Copper State Credit Union app to send and receive money the fast, safe and easy way directly between U.S. checking and savings accounts.

Products

  • Copper State Credit Union Financial Products — Copper State Credit Union offers a comprehensive range of financial products and services including savings accounts, checking accounts with cash back rewards, loans, mortgages, credit cards, business accounts, and investment services for Arizona residents.

Service areas

  • United States

Public contacts

Declared AI capabilities

  • Online booking — Detected from public website navigation or discovery metadata.
  • Online support — Detected from public website navigation or discovery metadata.

Directory status

Registry verification: Not Registry Verified

Directory score: 90

Public source evidence