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Phone: 616-676-9215

The Bottom Line/Program
Highlights:

  • Qualified financial professionals to work with your membership
  • A diverse array of products, including no proprietary products
  • Use of professional financial services and product management support systems and staff
  • Carrier/product due diligence, selection and contracting
  • Product illustrations and needs analysis software systems designed to assure compliance uniformity
  • An array of marketing programs including educational seminars, direct mail programs, client brochures, and advertising support

 

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.