Locations
Special Needs Planning Center
10601 Mission Road Ste #10617
Leawood, KS 66206
Lobby Hours
-
Mon – SunBy Appointment
This location serves as a meeting space for Wealth Management by CommunityAmerica and our Special Needs Planning Center team to meet with members.
At the center of our Wealth Management practice is a focus on you, the member. Whether you're looking to build and preserve wealth, plan for college expenses, save for retirement or leave something for the people and organizations you care about, our Wealth Advisors are here to guide you through your short- and long-term plans to strengthen your financial health.
At the center of our Wealth Management practice is a focus on you, the member. Whether you're looking to build and preserve wealth, plan for college expenses, save for retirement or leave something for the people and organizations you care about, our Wealth Advisors are here to guide you through your short- and long-term plans to strengthen your financial health.
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
|
Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
