Texas Dow Employees Credit Union has entered into an alliance to assist with growing its retirement and estate planning services division.
TDECU's new arrangement follows by more than two years its creation of a holding company to bring all of its CUSOs under one roof,
The $2 billion credit union in Lake Jackson, Texas, said its subsidiary, TDECU Wealth Advisors, has partnered with James E. Bashaw & Co., a financial services firm in Houston that offers financial planning, insurance and retirement planning services. In addition, JEB&Co. will provide compliance and back-office operational support, according to TDECU.
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