Our Difference

COLLABORATION:

CUE Financial Group is a dichotomy of independence and collaboration. While each advisor owns and runs their business independently in personality and focus, the advisors of CUE Financial value the power of a collaborative environment. We office together because we want to and we believe the experience of each advisor combined creates an optimal service for our clients.
We are a think tank of possibilities, expertise and solutions. We have advisors that are holistic planners, expert allocators, behavior monitors, 401k gurus, confidence builders, transition guides, rollover educators, income engineers and everything in between. Each advisor has a focus and unique value that fits the needs of their clients allowing that each individual client can find the best advisor “fit” for them. 

FLEXIBLE MINIMUMS: 

We believe that every person willing to participate in bettering their financial life should have the support, guidance and partnership of a financial advisor. We offer investment platforms for all types of investors.

FAMILY:

CUE is our home and we want our clients to feel like it is their home too. We treat our clients the way we want to be treated. That means our clients are treated like family and we always put their best interests before our own.