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At CU Companies we understand that as a successful individual or business, you work hard and have specific financial requirements and needs. When it comes to managing your assets and meeting your financial goals, you'd want to partner with an experienced and sound professional with a practical, no-nonsense approach who allows you to maintain control.We make it our priority to understand you and your business and the financial goals you want to achieve. We make it our business to ensure that you have complete solutions - customized to fit your needs - to maintain and leverage your current success. Sound financial decision-making and implementing strategies have become more complex because of the extensive amount of financial information available. We make it our responsibility to get rid of the complexities and provide you with an effective strategy. We partner with you: you tell us your goals; we'll provide the solutions; you control the direction. We invite you to explore our website and become acquainted with us. -------------------------------------------------------------------------------- Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative, a consumer should contact his or her stated securities law administrator.
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