Peninsula CU Debuts Wealth Management Services
Members of Peninsula Credit Union will now have access to investment and insurance services thanks to a new partnership.
The $150 million credit union in Shelton, Wash., said Bryan Pettit, a financial representative registered through San Diego-based broker dealer and investment advisory firm CUSO Financial Services LP, will provide wealth management services to its members.
Pettit will meet with members at Peninsula CU’s five branches to help them develop a plan personalized to help address their individual needs, according to the credit union.
“(CUSO Financial’s) investment products will provide even more financial value to credit union members as well as access to the tools and consultation critical to helping people make informed financial planning decisions,” said Jim Morrell, president/CEO of Peninsula CU.
Peninsula CU serves 18,000 members.