TEMPE, Ariz.–TruWest Credit Union has received the Service Excellence Award from Priority Financial Group. The award signifies the commitment TruWest demonstrates related to its wealth management services and support.
The award was based on highest gross revenue and assets out of all the financial institutions on the platform and highest growth over prior year in gross revenue and assets.
“TruWest is one of the leading credit unions in the nation in terms of visionary leadership, high quality financial advisors, dedicated admin team, and complete support from the branches and marketing,” said PFG’s CEO, Mike Prior. “This truly is a fun team focused on quality advice.”
PFG provides turnkey compliance, operations, and sales support to over 20 financial institutions using Charles Schwab, Fidelity, and AssetMark platforms. TruWest is the number one financial institution in total revenue, assets, and clients, the credit union said.
“The relationship between TruWest and PFG has grown year over year since 2005,” according to the credit union. “Abby Johnson, the internal program executive at TruWest, has guided the team to outstanding service levels while the Advisors manage $385 million in AUA with 1,770 clients. Even more impressive is that 83% of gross revenue is from advisory business.”
“Through our partnership with PFG, we are able to deliver on our promise to provide financial education and solutions that make a difference in our members’ lives,” said Johnson.