On January 1, Electro Savings became part of CommunityAmerica Credit Union. As we join forces, we're proud to offer financial planning services through CommunityAmerica Wealth Management.
Everyone’s financial goals are unique, and CommunityAmerica Wealth Management is here to help you reach them with a comprehensive and collaborative approach. Whether you’re an experienced investor or just getting started, we can help guide your short- and long-term plans to achieve financial well-being. Wherever you are on your investment journey, we’re here to help.
Ready to get started? We are here to help. Set up a complimentary consultation.
CommunityAmerica Wealth Management
Jeff Vineyard
Private Wealth Advisor
[email protected] | 816.220.5045
Wealth Management Services
| Retirement Planning | Insurance Planning |
| College Planning | Special Needs Planning |
| Estate Planning | Trust Services |
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