Credit Uninon Financial Alliance Logo
Phone: 616-676-9215

The goal of our relationship is to retain business that might otherwise be lost to your competition.

Customized Solutions:

We work with you to develop customized strategies that will ensure a successful partnership.

Turnkey Marketing Programs:

We will provide a wide variety of materials branded with your financial institution's logo. Available materials include statement stuffers, brochures, point-of-sale materials, posters, newspaper ads, direct mail pieces, and educational seminars.

Financial Advisor Screening:

Upon completion of initial screening requirements, we will work with you to place a representative that complements your organizational culture.

Monthly/Quarterly Reports:

We have the ability to provide you with customized reports detailing the activity of our department. From product mix to referral sources to source of funds, you will have up-to-date information at your fingertips.

Compliance:

It is our conviction and dedication to maintaining corporate compliance that is the foundation for the confidence credit unions place in us. We strictly adhere to all regulatory guidelines.

This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.  Employees of CU Financial Alliance, LLC or representatives acting as an agent, may transact business in a particular state only if first registered, excluded or exempted from registration requirements.  Jennifer Drummond of CU Financial Alliance, LLC is a Registered Representative of First Heartland Capital, Inc., a registered broker/dealer based in Lake Saint Louis, Missouri. CU Financial Alliance, LLC is not affiliated in any way with First Heartland Capital, Inc.

Securities offered through First Heartland Capital, Inc are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union.

Member SIPC
Advisory Services offered through First Heartland Consultants, Inc.

CU Financial Alliance, LLC is not affiliated with First Heartland Capital, Inc.