CU Financial Partners, LLC Information

CU Financial Partners was built on a foundation of principles that help guide people to make smart investment decisions and improve and enrich client relationships. We are primarily involved with but not necessarily exclusive with members of Credit Unions in order to compliment their financial and investment needs. We provide comprehensive financial and investment services. In addition to supplying financial and investment services to Credit Unions and their members, we are also a full service financial investment company offering extensive investment advice as well as retirement planning, estate planning, educational savings plans, and an array of insurance products. Representatives of CU Financial Partners, LLC, are Registered Representatives with, and offer securities and advisory services offered through Cetera Advisors, LLC (doing insurance business in California as CFGA Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. The products offered are not insured by the NCUA, NCUSIF or any other regulatory agency, are not deposits or obligations of, nor guaranteed by the credit union or any affiliated entity, and may lose value. Cetera Advisors, LLC, is not affiliated with the Credit Union or CU Financial Partners, LLC - CU Financial Partners, LLC, has agents licensed to solicit and sell life insurance and annuities in the following states only: AZ, CA, CT, FL, HI, MD, NC, NV, NY, TN, TX,UT, VA. Licensed to sell insurance in the following States: CA. We are not able to discuss or sell life insurance or annuities to individuals or entities who reside outside of these states.