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Planning for your future has never been easier than with CU Preferred
Investments, Inc., Heartland'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 personal attention and service tailored to your
needs.
Dave Murdock our
investment professional is available by appointment Monday - Friday and is at
the Heartland main branch on Thursdays. To get started with a free consultation,
call (651) 765-6777 or
e-mail info@cufinancialservices.com.
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David Murdock is a
Certified
Public Accountant (CPA)
and a Licensed life and
disability insurance agent. |
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For valuable information on a wide range of financial matters, visit 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
or NCUSIF
Insured. Not a deposit. No Bank/Credit
Union Guarantee. May Lose Value. Not
insured by
any Federal Government Agency.
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