PALO ALTO, Calif. — For the eighth consecutive year, the Investment Services Division of Addison Avenue Federal Credit Union has been honored with the Pinnacle Award by its broker/dealer CUSO Financial Services, LP. The annual Pinnacle award recognizes firms that demonstrate a consistent dedication to high standards, commitment to superior service, and exemplary performance in its investment and insurance programs, according to CFS. In addition, nine of Addison Avenue's representatives received Gold Pacesetters awards, and five received Silver Pacesetters awards, recognizing exceptional individual performance in their fields, CFS said. For the second consecutive year, Financial Advisor Tania Kazakova was named CUSO Representative of the Year, chosen from among 175 candidates for her dedication to serving clients' investment needs and her contributions to the CFS program.
Since its founding in 1998, Addison Avenue's Investment Services Division has grown to become the largest program of its kind in the country with representatives managing $1.3 billion in assets and serving over 20,000 clients worldwide through CFS, according to the credit union.
The awards were presented at the 2006 CFS Annual Conference, hosted at La Costa Resort and Spa in Carlsbad, Calif. in July.
Recommended For You
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.