CU Financial Partners, LLC was established by credit unions with the mission of providing their members access to high-quality, professional financial advice and investment services. As a CUSO, the firm partners directly with credit unions to offer a suite of services including retirement planning, investment management, wealth transfer strategies, and insurance solutions. Their model is built on integrating these financial services into the credit union environment, aiming to help members achieve their long-term financial goals.

Founded in

United States