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

We're in the business of providing financial products and services for every stage of life.

Services:

We're in the business of providing products and services to meet members' investment, planning and money management needs at every stage of life. The products and services we provide, in addition to your services, will enable your membership to gain substantially from our strategic relationship.

Retirement Planning

  • Needs analysis
  • Pension strategies
  • Asset allocation techniques
  • 401(K) rollovers

Financial Analysis

  • Planning for education
  • Investment strategies
  • Financial goal setting
  • Tax savings strategies**

Insurance Analysis

  • Determine long term care needs
  • Evaluate life insurance needs
  • Review company disability plans

Products*:

Fixed and Variable Annuities
Stocks
Bonds
Mutual Funds
Asset Management Programs
Real Estate Investment Trusts
College Savings Vehicles
Company Sponsored Retirement Plans

*Stocks, mutual funds and variable products are not suitable for all investors. Before making and purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other informations about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting CU Financial Alliance or directly from the mutual fund, insurance company, or offering entity.

**Employees of CU Financial Alliance do not provide tax advice. Members should consult their own CPA or tax professional.

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.