WEST CHESTER, Ohio–Kemba Credit Union has entered into a multi-year agreement with CUSO Financial Services, a subsidiary of Atria Wealth Solutions, Inc., to support and grow the CU’s wealth management program, Kemba Investment Services.
“When it came time to search for a new broker-dealer, we focused on finding a firm that specializes in our commitment to deliver service excellence to every member. That’s exactly what we found with CFS,” said Dan Sutton, CEO of Kemba. “CFS delivers high-touch, personalized support, making it easier for us to engage in more meaningful interactions with our members.”
CFS said as part of the implementation it has placed two seasoned financial professionals at the credit union.
“We are thrilled that Kemba chose CFS because of our cultural match and 25-year track record of successfully helping credit union members navigate the most important financial decisions in their lives,” said Valorie Seyfert, president and Co-founder of CFS. “Our new partnership is centered around exceeding Kemba’s members’ expectations for transparency, exceptional service and forward-thinking technology.”
Kemba CU has 12 branches, nearly $1.6 billion in assets, and more than 125,000 members.
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