Financial Consulting Services
At Canyon State Credit Union, we recognize that your investment needs may go beyond what traditional financial institution products can offer. This year we have partnered with CUE Financial Group, Arizona's leading provider of investment and insurance products and services through credit unions.
As a result of our partnership, all Canyon State members may receive a full array of financial services including the following.
  • Free 401(k) Reviews
  • 401(k) and IRA Rollovers
  • Mutual Funds and Variable Annuities
  • Tax-Deferred Investments
  • Estate and Trust Services
  • Retirement Strategies
  • Insurance Strategies
  • Free Financial Seminars
Plan for Tomorrow, TODAY!
We are committed to helping you reach your financial goals, and we are proud to welcome John Jacobson as our new financial consultant. He is available to meet with you and help you achieve your investment and retirement goals. John has worked with people of all ages and at all stages in life to help them create more financial security. He is a member of the local National Association of Insurance and Financial Advisors (NAIFA) chapter and enjoys being active in other local professional organizations. He very much looks forward to working with you and creating a positive relationship. Initial consultations are free of charge. To schedule your no-obligation appointment, call 623.580.6000 or send an email to John.
And, remember that James Allen, our financial consultant at the Tucson branch is available to serve our members in the Tucson area. To schedule an appointment with Mr. Allen, please call 520.881.0200 or send him an email.
We appreciate your membership and are always trying to serve you the best way possible. We hope you take advantage of this valuable new service.
NOT NCUA/NCUSIF - NOT GAURANTEED BY THE CREDIT UNION - NOT A DEPOSIT - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - MAY LOSE VALUE. Mutual funds, annuities and other investments available through CUE Financial Group, Inc., member FINRA and SIPC. Advisors are registered representatives of and securities are offered through CUE Financial Group, Inc. Canyon State Credit Union is not an affiliate of CUE Financial Group, Inc.