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Financial Advising

Blue partners with LPL Financial to connect you with financial guidance tailored to your goals.

LPL Investments

Financial Guidance for Every Stage

Financial advisors from LPL help you build smart strategies for today and long-term confidence for tomorrow.

Retirement

Your most import financial milestone

Wealth Management

Portfolio construction and risk management

Peak- Career

Wealth building strategies for professionals

Estate Strategy

Strategies for every phase of life

Schedule a Consultation

Blue members receive financial advising from a team of licensed and friendly professionals.

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Terms & Disclosures

  1. Investments: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Investments at Blue has contracted with CFS to make non-deposit investment products and services available to credit union members.
*Annual Percentage Yield (APY) **Annual Percentage Rate (APR) Rates subject to change at any time.