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Individual Investors Why CUE    


It’s All About You!

Investing should be all about you and the choices you need to make.

Once you get the basic facts about investment firms like us:

  • We have been around for nearly 20 years
  • We are local
  • We have no products that we are required to sell
  • We are independent – not owned by a large corporation that tells us what to do
  • We are management owned and operated

The rest is all about you.

All about you means that we offer virtually every investment, insurance and savings choice available. And, all customers are treated with courtesy and respect regardless of investment size. Plus, you can pay for the services you use in a variety of ways:

  • Commission
  • Consultation Charges Only
  • Fees Based on Assets Under Management

Whatever makes you comfortable works for us. Because, after all, it is your money and your future. We are your voice for choice. We are available to help guide you – always keeping this thought in mind…It's All About You

 

A Professional Team to Help You

We can help you by offering the entire spectrum of professional counseling, from basic financial planning to specialty areas like pre-retirement planning and portfolio management.

Another important part of our job is finding the professionals who can do the best job for you – people with experience, natural abilities and talent. We provide our representatives with support, product knowledge, technical assistance and start-up help. People with these abilities are critical to our success in helping you. And, the right people contribute to the kind of environment fundamental to being the best for you.


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10 Money Saving Ideas

10 Money Saving Ideas
10 Things to Consider When Leaving a Job


10 Things to Consider When Leaving a Job






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© Copyright 2006 CUE Financial Group. All rights reserved. Questions or Comments?

 

Neither Foothill Securities, Inc. nor CUE Financial Group, Inc. is an affiliate of any Credit Union. Foothill Securities, Inc. is a registered broker/dealer and member of FINRA & SIPC.  Both Foothill Securities, Inc. and CUE Financial Group, Inc. are SEC Registered Investment Advisors. Securities, advisory services, and insurance products are offered by Foothill Securities, Inc.  CUE Financial Group, Inc. offers advisory services and insurance products.  Investments and insurance products are not insured by the NCUA/NCUSIF or any other regulatory agency, are not deposits or obligations of, nor guaranteed by any Credit Union or any affiliated entity, and may lose value.  Foothill Securities, Inc. and CUE Financial Group, Inc. may receive commissions in connection with insurance or securities transactions conducted through them.

Foothill Securities, Inc. is an independent broker/dealer not owned by a bank, credit union, insurance company or other financial institution. As an independent broker/dealer Foothill Securities, Inc. has no proprietary products and relies upon a multitude of third party product manufacturers to provide the products being offered. Foothill Securities, Inc., receives only the sales commission, trailing commissions, or fees as disclosed in the investment prospectus (as applicable) provided by the third parties. No special or additional compensation in any form is received from third parties for the sale of their products. Third parties are offered an opportunity to participate in conferences held by Foothill Securities, Inc. and CUE Financial Group, Inc., and both receive some remuneration that is used to help defray some of the conference expenses.

Payment for Order Flow and Order Routing Disclosure

Our clearing firm, Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has provided the data concerning the routing of order flow (the "Data") on the order routing disclosure web site. Although Pershing has used commercially reasonable efforts to provide accurate data, the data is provided to you on an "as is" basis. If you would like to read this information, visit the order routing disclosure site and enter FOOTHILL SECURITIES INC when prompted for the broker-dealer's full name.