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cu financial partnersFinancial advisor in Sunnyvale, CA

cu financial partners is a financial advisor at 640 W California Ave, Sunnyvale, CA 94086.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Call (650) 390-5074

Key facts

Key facts about cu financial partners
Address640 W California Ave, Sunnyvale, CA 94086Get directions
Phone(650) 390-5074

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Sunnyvale and 11 towns within 25 miles: Mountain View, Cupertino, Los Altos, Santa Clara, Palo Alto, Stanford, Milpitas, Campbell, Saratoga, East Palo Alto and San Jose.

Based in Sunnyvale, CAView on map

Questions about cu financial partners

What areas does cu financial partners serve?

Serves Sunnyvale and 11 towns within 25 miles: Mountain View, Cupertino, Los Altos, Santa Clara, Palo Alto, Stanford, Milpitas, Campbell, Saratoga, East Palo Alto and San Jose. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact cu financial partners?

Call cu financial partners on (650) 390-5074. The business is at 640 W California Ave, Sunnyvale, CA 94086. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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