Bank / Credit Union

CUSO Financial Services renews agreement with Coastal Credit Union

October 24, 2023

CUSO Financial Services, a provider of wealth management guidance and a subsidiary of Atria Wealth Solutions Inc., has renewed its partnership with North Carolina-based Coastal Credit Union to continue offering its services to the credit union's members, according to a press release.

"It's been an honor working alongside Coastal and their successful growth the past 12 years and we're excited to continue our partnership," Kevin Mummau, co-head of Atria's financial institution channel, said in the release. "We are a leader in the wealth management industry because we understand the value credit unions and financial professionals bring to the communities in which they are located. We are backed by nearly 30 years of experience, a talented team of innovators and customizable solutions like Unio and Clear1 that create program efficiencies and deepen the relationship between members and financial professionals. We appreciate Coastal's belief in us and are excited to continue building on their success."