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Your Financial Life Co-Pilot

A financial-planning practice built with your best interest in mind.

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How We Help

At CU Financial Partners we have one mission: To help clients pursue their goals by making smart financial decisions. How? We learn about you. We guide you. We invest for you. And we stay with you – no matter what life brings.

Why Choose Us

We are real people who care about people. Our seasoned team is passionate about providing great service, technology and outcomes. We are the trusted advisor to a select group of clients that want competence advice delivered simply. We are our client’s financial life co-pilots.  

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