Members of Peninsula Credit Union will now have access to investment and insurance services thanks to a new partnership.
The $150 million credit union in Shelton, Wash., said Bryan Pettit, a financial representative registered through San Diego-based broker dealer and investment advisory firm CUSO Financial Services LP, will provide wealth management services to its members.
Pettit will meet with members at Peninsula CU's five branches to help them develop a plan personalized to help address their individual needs, according to the credit union.
“(CUSO Financial's) investment products will provide even more financial value to credit union members as well as access to the tools and consultation critical to helping people make informed financial planning decisions,” said Jim Morrell, president/CEO of Peninsula CU.
Peninsula CU serves 18,000 members.
Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.
Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking credit union news and analysis, on-site and via our newsletters and custom alerts
- Weekly Shared Accounts podcast featuring exclusive interviews with industry leaders
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical coverage of the commercial real estate and financial advisory markets on our other ALM sites, GlobeSt.com and ThinkAdvisor.com
Already have an account? Sign In Now
© 2024 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.
