Generations Federal Credit Union Launches Investment Services

Share Article

76-year-old Credit Union Adds Financial Planning, Investment And Wealth Management Services For Members

News Image

Generations Federal Credit Union has launched Generations Investment Group, available through CUSO Financial Services, L.P. (CFS*) to help members achieve their financial goals. The new investment group will offer financial planning, investment, and wealth management services to members, as well as online investing.

“For the past 76 years, Generations Federal Credit Union has demonstrated a continued commitment to our members and their goals of financial prosperity,” said Marcel Theriot, Senior Vice President of Finance for Generations Federal Credit Union and CFS* Program Manager at Generations Investment Group. “Bringing investment services in-house provides a streamlined service for our members and allows us to offer a full spectrum of financial products and services to support them through different life stages.”

Generations Investment Group, available through CFS*, is based out of the credit union’s headquarters in San Antonio. Generations Investment Group is being offered through CFS*, an independent broker dealer and SEC registered investment advisor formed in 1996 to provide investment guidance, products, and services to credit union members.

“Through technology innovation and integration, our members can access all of their accounts, including investments, through our single sign-in platform,” said Theriot. “We want to make it as easy as possible for our members – and future members – to do business with us now and for generations to come.”

More information regarding Generations Federal Credit Union and Generations Investment Group, available through CFS*, can be found at http://www.mygenfcu.org.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Ashley Harris

Lauren Mandel
@pr_gfcu
since: 08/2012
Follow >
Visit website