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WINSTON-SALEM, N.C. – Billed as its Personal Financial Management (PFM) program, Allegacy Federal Credit Union’s newest division will act as a “quarterback” in pairing members with a number of specialists. The new program provides analysis of a member’s financial situations and will match them with Allegacy specialists in the areas of financial planning, trust accounts, insurance and loan services said Cathy Pace, senior vice president of marketing, business development and personal financial management. Pace will oversee PFM. PFM is separate from $906 million Allegacy’s CUSO, Safe Passage, which offers trust services and the Allegacy Investment Group, which consists of financial planners, Pace said. PFM’s two relationship managers will “act as quarterbacks” referring members to those two entities as well as other services within the credit union. Pace said so far, “we are pleased” with the number of member clients and assets under management, adding that the program’s referrals will be based on a set of criteria each member must meet to move on to the other investment divisions. Allegacy serves 86,955 members

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