FINANCIAL PLANNING SERVICES

In addition to Certificate and IRA investment options, CU West offers other types of investment and insurance options, as well as professional financial planning through CUE Financial Group, Inc.

The CUE Financial Group, Inc. is not an affiliate of Credit Union West. Investments are not insured by NCUA, NCUSIF or any Federal Government Agency, are not a deposit, may lose value, carry no credit union guarantee.

 

Some products and services offered to members through CUE Financial Group, Inc. include:

* Stocks
* Mutual Funds
* Bonds
* US Government Securities
* Tax-deferred Single Premium & Immediate Annuities
* Variable Annuities
* IRAs
* Pension Plans
* 401K & 403B Plans
* Unit Investment Trusts
* Term Insurance
* Long Term Care and Disability Insurance

 

Meet with Brad Baker or Mike Flanigan and let them help you:

* Explore your personal financial goals
* Assess your risk tolerance
* Help you increase your assets while protecting your principal

Set up your initial consultation today. It’s FREE! Contact Brad at 602-631-3208 or bbaker@cuefinancial.com. Mike may be reached at 602-906-2212 or mflanigan@cuefinancial.com.

CUE Financial's Web Site: www.cuefinancial.com

 

Brad Baker and Mike Flanigan are Registered Representatives of, and offer securities through, CUE Financial Group, Inc. member FINRA and SIPC. CUE Financial Group, Inc. is not an affiliate of Credit Union West. Investments are not insured by NCUA, NCUSIF or any Federal Government Agency, are not a deposit, may lose value, carry no credit union guarantee.


     

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