General Info:
CUE Financial Group, Inc a Registered Investment Advisor, was formed in 1985. At CUE, we have created a new, exciting - and we believe - ideal financial services firm.CUE believes that to serve clients in the 1990s and beyond, the ideal financial services firm must be strong and balanced regionally, offer clients an unrivaled portfolio of products and services, grow, have a roster of respected clients and be committed to providing the best value on the financial services you need - the best products and the best coverage at competitive prices.In 1988, in response to rapid growth, CUE Financial Group, Inc formed its own broker/dealer subsidiary, CUE. As a member firm of National Association of Securities Dealers, Inc, ( NASD ) and the Security Investor Protection Corporation ( SIPC ), CUE can offer and effect the purchase and sale of securities.We recognize that firms as ours must be built on a solid foundation - a reputation for quality, respect for long-term client relationships and history of professional achievement and innovation.Quality ProductsIn today's world, taking care of your finances is no simple matter. A wide range of products such as insurance, retirement accounts and investments are available. Choosing the ones that are right for you can be a difficult, complex decision.The products we use must meet a series of tests and criteria before they are included on our "Approved Product List". Fees and expenses, liquidity and quality of service are closely examined. In addition, we use only products that are not proprietary in nature and we will not use products from companies that require sales quotas. Included in our broad cross section of approved products areMutual Funds - CUE has entered into selling and servicing agreements with most major mutual fund organizations. In this way, our representatives are able to offer clients a wide range of funds to meet all goals and objectives.