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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 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, call (651) 765-6777 or
email 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, 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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