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Investments

Planning for your future has never been easier than with CU Companies Preferred Investment, Heartland’s financial planning subsidiary.

Whether you’re new to investing or a seasoned pro looking for a little guidance, we can help. You’ll enjoy personal attention and service tailored to your needs.

Dave Murdock our investment professional is available by appointment Monday – Friday. To get started with a free consultation, call (651) 765-6777 or e-mail dmurdock@cufinancialservices.com

Our Investment Product/Services Include:
Services

  • Advisory Services
  • Asset Allocation
  • Retirement Planning
  • Insurance Planning
  • Group Benefits
  • Financial Management
  • College Planning
  • Trust Services
  • Business Planning
  • Qualified Retirement Planning

Insurance

  • Long-Term Care
  • Variable/Whole Life
  • Variable Universal
  • Term Life
  • Universal Life
  • Disability

Education

  • 529 Savings Plan
  • UTMA/UGMA
  • Coverdell Education Savings Account

Mutual Funds

Annuities

  • Fixed, Indexed and Variable

IRAs

  • Coverdell
  • SEP-SAR/SEP
  • SIMPLE
  • Traditional
  • Rollover
  • Roth

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SlPC. lnvestments are; Not NCUSIF insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency, Cetera is under separate ownership from any other named entity.
http://brokercheck.finra.org/
http://www.sipc.org
http://www.finra.org/
Registered Branch Location: 5500 South Robert Trail, Inver Grove Heights, MN 55077 Phone: (651) 451-5160