Financial Planning

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Free Personal Consultation

Our Financial Consultants are available to review your financial goals and to help you set up appropriate investment and life insurance plans. Call now: (650) 508-7222 or (800) 656-4096 to arrange for your own financial review.

Free Seminars

These workshops provide people with an adult learning experience that is designed to answer specific financial questions and concerns. Take advantage of a wide range of investment planning services. See the upcoming seminars and reserve your spot today while online or call (650) 508-7222 or (800) 656-4096.

 

CUE, a wholly owned subsidiary of CUE Financial Group, Inc. is a SEC registered broker/dealer, a member of the FINRA/SIPC, and a registered investment advisor in certain states. CUE has offices located in Provident Credit Union branches and provides insurance and securities products and information by agreement with Provident Services Corporation. These are not products of the Credit Union and are not insured by any federal agency and are subject to investment risk, including possible loss of principal invested. CUE may receive commissions in connection with insurance or securities transactions conducted through it. CUE Financial Group California insurance license #0F56562.

This credit union is federally insured by the National Credit Union Administration (NCUA).

Equal Housing Lender