$322 Million Credit score Union is Second Monetary Establishment to Be part of CFS from LPL Monetary this Month
SAN DIEGO and PITTSBURGH, June 8, 2023 /PRNewswire/ — CUSO Monetary Providers, L.P. (CFS), a subsidiary of Atria Wealth Options, Inc. (Atria), is happy to announce the addition of West-Aircomm Federal Credit score Union (West-Aircomm). The Pennsylvania-based monetary establishment serves 21,000 members with greater than $322 million in property. West-Aircomm joins CFS from LPL Monetary.
“We selected to affix CFS due to its almost 30 years of expertise serving to credit score unions like ours construct wealth administration packages. CFS supplies us with personalized program administration options and advertising and marketing assist that we have to develop our wealth administration program and align our core companies to make sure a constant and distinctive expertise for our members,” stated Lynn Stephenson, President & CEO of West-Aircomm.
CFS provides 4 program fashions so every monetary establishment can customise their very own program. By means of CFS’ tailor-made assist, West-Aircomm can deal with creating stronger member relationships and providing a extra sturdy expertise that members have come to count on with intuitive instruments and revolutionary options, in addition to extra funding choices to fulfill their particular wants. West-Aircomm’s monetary professionals and program managers are staff of CFS beneath this association.
“We sit up for serving to West-Aircomm capitalize on the alternatives to develop its attain whereas on the similar time providing a personalised progress and advertising and marketing plan particularly designed to boost consciousness and develop West-Aircomm’s wealth administration program. It isn’t sufficient to merely provide funding steerage to members, it’s important to present holistic wealth administration recommendation and a personalised member expertise to achieve success. We’re assured we are able to accomplish this collectively,” stated Brian Bichler, Co-Head, of Atria’s Monetary Establishment channel.
About CUSO Monetary Providers, L.P.
CUSO Monetary Providers, L.P. (CFS) and Sorrento Pacific Monetary, LLC (SPF) are full-service broker-dealers, funding advisors and subsidiaries of Atria Wealth Options with over $40 billion in property beneath administration. Established in 1997, CFS and SPF concentrate on inserting, supporting and offering personalized wealth administration options to over 200 banks and credit score unions by delivering a classy set of instruments, companies and capabilities for wealth administration packages.
Credit score unions and banks have contracted with CFS and SPF to make non-deposit funding services obtainable to credit score union members and financial institution prospects. For extra details about CFS and Atria Wealth Options, go to atriawealth.com.
About West-Aircomm Federal Credit score Union
In 1949, West-Aircomm Federal Credit score Union began in its place option to save and borrow cash that might profit a bunch of people that labored collectively at Westinghouse Electrical in Beaver, PA. All through the years, the credit score union has grown to now serve 21,000 members with greater than $322 million in property from two branches. Be taught extra at https://westaircomm.com/.
CONTACT INFORMATION
Haven Tower Group
Julian Arenzon
424 317 4861
[email protected]
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SOURCE CUSO Monetary Providers, L.P.
