Our Capabilities

Broad Credit Union, Banking, and Securities Experience

Since 1984, CU Financial has advised credit union executives in many areas including asset and liability management, investment diversification, mortgage lending, business lending, and charter options. The firm's senior advisor has an executive background which included positions with a major Wall Street investment firm, as president of a mutual savings bank, as founder and senior executive of a mortgage banking and business lending firm, and as founder and executive of a National Association of Securities Dealer (N.A.S.D.) Member firm.