Through a new partnership with CUSO Financial Services LP,Coastal Federal Credit Union is looking to build on its investmentprogram that's been in place for more than a decade.
|CUSO Financial, a San Diego broker-dealer and registeredadvisory firm, said it will provide investment and insuranceproducts and services to the $2 billion Coastal FCU in Raleigh,N.C. The investment program will operate under the Coastal WealthManagement banner.
|CFS said although the credit union's program has been successfulfor more than 10 years, Coastal FCU's executives and Marvin (Al) Jones, program managerand vice president of wealth management, wanted to partner with abroker dealer that could help take it to new heights.
|“We pride ourselves on offering advisory services which arenon-proprietary and unbiased. Being salaried creditunion employees allows us to focus on our members' financialbetterment,” Jones said.
|CUSO Financial said it serves more than 135 credit unions andhas more than 350 licensed representatives nationwide.
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