Vermonts largest credit union has moved its wealth management program to broker-dealer CUSO Financial Services (CFS) after an extensive review of rival third-party marketing firms. New England Federal Credit Union was attracted to CFSs service-oriented culture, which aligned with the credit unions own culture, according to an announcement from CFS on Tuesday.
We wanted a broker-dealer that could create a member experience based on credibility, trust, and advice, Bill Smith, NEFCU senior retail delivery executive, said in a statement.
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