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Planning for your future has never been easier than with CU Preferred
Investment Services, your credit union's financial planning
subsidiary.
Your initial, no-obligation
consultation is free.
If you feel lost in the shuffle with your current financial services
company or need a starting point for your financial future, give us a
call. You'll enjoy the personal attention and service tailored to your
needs.
Dave and Shea, our financial representatives, are available
in our main office on Tuesday and Wednesday mornings, and all day every
Thursday. To get started with a free consultation, stop in or call (651)
765-6777, or email us at info@cufinancialservices.com.
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David Murdock is a
Certified
Public Accountant (CPA)
and a Licensed life and
disability insurance agent. |
Shea
Murphy is an Investment
Advisor Representative and
licensed life insurance agent
with Financial Network. |
For valuable information on a wide range of financial matters, check it out online
at www.CUFinancialServices.com.
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Check out our great product line!
Services
- Advisory Services
- Asset Allocation
- Retirement Planning
- Insurance Planning
- Group Benefits
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- Financial Planning
- College Planning
- Trust Services
- Business Planning
- Qualified Retirement Planning
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Insurance
- Long-term Care
- Variable/Whole Life
- Variable Universal
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- Term Life
- Universal Life
- Disability
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Education
- 529 Savings Plans
- UTMA/UGMA
- Coverdell Education Savings Acct.
Stocks, Bonds, Mutual Funds
Offered through Financial Network Investment Corporation, an independent broker
dealer.
Annuities
IRAs
- Coverdell
- SEP-SAR/SEP
- SIMPLE
- Traditional
- Rollover
- Roth
Registered representatives of an investments offered through Financial
Network Investment Corporation, member SIPC. Financial Network Corporation and
Heartland Credit Union are not affiliated. Not FDIC/NCUSIF
Insured. Not a deposit. No Bank/Credit Union Guarantee. May Lose Value. Not
insured by any Federal Government Agency.
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