CU Financial Management

Q: What is CU Financial Management's official website?

CU Financial Management's official website is www.cufm.ca

Q: What is CU Financial Management's Revenue?

CU Financial Management's revenue is <$5 Million

Q: What is CU Financial Management's SIC code?

CU Financial Management's SIC: 62,628

Q: What is CU Financial Management's NAICS code?

CU Financial Management's NAICS: 52,523

Q: How many employees does CU Financial Management have?

CU Financial Management has 11-50 employees

Q: What industry does CU Financial Management belong to?

CU Financial Management is in the industry of: Finance , Securities Trading

Q: What is CU Financial Management competition?

CU Financial Management top competitors include: Finlay Wark Anthony Wealth Management , Financial Planning

Q: What technology does CU Financial Management use?

Some of the popular technologies that CU Financial Management uses are: Cloudflare Website Optimization, YouTube, Vimeo, Google Tag Manager

Q: What does CU Financial Management do?

CU Financial Management prioritizes the financial future of its clients by providing simple and effective decision-making support. They offer a range of financial planning services tailored to individual goals, ensuring clients feel confident and excited about their financial journey. The company emphasizes personalized advice through expert financ... ial advisors and guided online portfolio options. CU Financial Management is associated with various credit unions in Atlantic Canada, reflecting their commitment to local values and community support. Read More

Q: What are CU Financial Management social media links?

CU Financial Management Linkedin page

Finance · Canada · 11-50 Employees

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Overview

Headquarters

36 Brookshire Crt Unit 4, Bedford, Nova ...

Website

www.cufm.ca

Revenue

<$5 Million

Industry

Finance

Securities Trading

About CU Financial Management

CU Financial Management prioritizes the financial future of its clients by providing simple and effective decision-making support. They offer a range of financial planning services tailored to individual goals, ensuring clients feel confident and excited about their financial journey. The company emphasizes personalized advice through expert financial advisors and guided online portfolio options. CU Financial Management is associated with various credit unions in Atlantic Canada, reflecting their commitment to local values and community support.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

CU Financial Management Org Chart

David Guzzo

Chief Executive Officer

Phone

Danny Whalen

Director, Wealth Advice

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Monica MacInnis

Investment Associate

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Regional Support Associate

Phone

Financial Services Administrator

Phone

Financial Services Administrator

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Investment Associate & Insurance Compliance S...

Phone

Regional Financial Planner

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Regional Financial Planner

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RIS Senior Financial Advisor

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Regional Financial Planner

Phone

Regional Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CU Financial Management

<$5M

11-50

Private

2019

David GuzzoCEO

Finlay Wark Anthony Wealt...

<$5M

1-10

Private

2019

Douglas MarlaManager, Client Services

Financial Planning

<$5M

1-10

Private

Cara SniderLifetime Financial Planning

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CU Financial Management Tech Stack

A closer look at the technologies used by CU Financial Management

Cloudflare Website Optimization

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Frequently Asked Questions Regarding CU Financial Management

What is CU Financial Management's official website?

CU Financial Management's official website is www.cufm.ca

What is CU Financial Management's Revenue?

CU Financial Management's revenue is <$5 Million

What is CU Financial Management's SIC code?

CU Financial Management's SIC: 62,628

What is CU Financial Management's NAICS code?

CU Financial Management's NAICS: 52,523

How many employees does CU Financial Management have?

CU Financial Management has 11-50 employees

What industry does CU Financial Management belong to?

CU Financial Management is in the industry of: Finance, Securities Trading

What is CU Financial Management competition?

CU Financial Management top competitors include: Finlay Wark Anthony Wealth Management, Financial Planning

What technology does CU Financial Management use?

Some of the popular technologies that CU Financial Management uses are: Cloudflare Website Optimization, YouTube, Vimeo, Google Tag Manager

What does CU Financial Management do?

What are CU Financial Management social media links?

CU Financial Management Linkedin page

Is CU Financial Management a public company?

CU Financial Management is private company therefore does not currently have an official ticker symbol

See more information about CU Financial Management

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