CUE Financial of Oklahoma Offers Retirement and Financial Planning to Credit Union Members
Taking care of your money in today’s world is no simple matter. With so many options to consider, finding the products that will meet your needs is a complex, difficult process.
To help our members navigate this process, CFCU has partnered with CUE Financial of Oklahoma. CUE Financial of Oklahoma is an independent company and has contracted to bring alternative financial services to our members.
Now, in addition to regular credit union products, you have access to a wide variety of products not offered through the credit union. You can contact CUE Financial for a full list of products.
Allan Booher and Brian Cavanaugh are the representatives of Woodbury Financial. They office at the Northwest Oklahoma City CFCU corporate office, but can be available by appointment at other CFCU locations.
CUE Financial specializes in financial, tax and retirement planning for members with complex portfolios, beginning investors and those in between. They can help you identify your own financial needs and goals and then find products to accomplish them.
Best of all, you can receive free advice that is unbiased and objective. Because CUE Financial does not have its own products, it is independent to select the best products available to meet your needs.
Call 800.522.5985, extension 5985 or 405.879.5985 to make an appointment. Whether you want to plan for the future or just have an investment question, CUE Financial is here to offer you their services, with no obligation. Visit CUE Financial of Oklahoma online for more information, events, and free workshops.
Products offered through Woodbury Financial Services, Inc., member FINRA/SIPC:
Are NOT Credit Union Guaranteed
Are NOT NCUA Insured
May Lose Value
Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a registered investment advisor. Insurance offered through CUE Financial of Oklahoma is not affiliated with Woodbury Financial. Communication Federal Credit Union is not affiliated with Woodbury Financial. Securities are not NCUA Insured, no Credit Union guarantee, may lose value.