Financial Planning

CU Preferred Investments, Inc., a subsidiary of CU Companies, of which your credit union is an owner/member, can help you with your financial planning.

Dave Murdock, your CU Preferred Investments, Inc. representative, can assist you in setting goals and laying the foundation for a firm financial future. Call Dave Murdock at (651) 765-6778 for a free consultation. Dave is a CPA and a licensed life and disability agent.

CU Preferred Investments, Inc. focuses on a needs-based approach to assist members with their investment and insurance planning. Let CU Preferred Investments, Inc. help you work more effectively toward attaining your financial goals.

Disclosures: CU Preferred Investments, Inc. is owned and recommended by SLCU. Investments are offered through Financial Network Corporation (FNIC), member SIPC. The Financial Network Investment Corporation and your credit union are not affiliated. The FNIC is not FDIC/NCUSIF insured, not a Deposit, has no bank or credit union guarantee, may lose value, and is not insured by any Federal Government Agency. [external link disclosure]