A financial-planning practice built with your best interest in mind.
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.
We create strategies that are tailored to your needs and goals.
We offer institutionally-priced investments and portfolio services.
We provide an unbiased review of your coverage to make sure your financial security is protected.
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.