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A credit union service organization (CUSO) wholly-owned by Members
United, Balance Sheet Solutions, LLC, provides brokerage and advisory
services specifically for credit unions. Our experienced investment,
balance sheet, and market experts are here to meet the wide-ranging
balance sheet needs of our members.
By centralizing access to individuals who make credit
unions' balance sheets their speciality, we have truly
created a one-stop solution. The CUSO is both a FINRA
and SIPC member, a registered broker/dealer, and an
SEC registered investment advisor. By clicking a link
below, you will be directed to Balance
Sheet Solutions' website, where you can obtain more
information on the following items.

Balance Sheet Solutions, LLC offers: Marketable Securities
SimpliCD
Corporate Certificates
Investment Advisory Services
Credit Union in Transition Program
Portfolio Benchmarking
Share Sensitivity Analysis
A/L Management
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