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NACUSO Marketplace Provider

Organization Name: Priority Financial Group (PFG)
NACUSO Membership: Standard
Year Formed: 2012
Description of Your Services: *Turn-key financial planning and wealth management services for all members and employees *Consulting is designed to help you deliver these services in a more profitable, efficient, and compliant manner. *RIA only model leveraging Charles Schwab and Fidelity platforms
Services You Provide:
Consulting Services:Financial Services
Insurance Services:Life InsuranceLong Term Care InsuranceAnnuitiesConsulting Re: Insurance Services
Investment Services:Securities Sales to MembersAdvisory Services for MembersFinancial and Estate Planning for MembersConsulting Re: Member Investment ServicesSecurity Sales/Advisory Services for Credit Union Portfolios
Managing CUSO Investments:In Fintech’s Serving Credit Unions
Trust Services:Trust Services for MembersConsulting Re: Trust Services
Why should a credit union use your services?: PFG takes the burden off of your shoulders by offering turn-key solutions that help financial institutions tap into new income streams, lower overall costs, and streamline processes. We build, manage, and implement wealth management programs that increase efficiency and enable you to serve more clients. The PFG Advantage Provides Innovative Ways to Achieve New Sources of Net Income. For more than 20 years, Priority Financial Group (PFG) has assisted credit unions in building and elevating their investment and insurance business. PFG is proud to offer a wide range of services to help credit unions - and their members - grow and prosper.
Number of Credit Union Customers: 19
Percentage of Users/Customers that are Credit Unions: 95
Are You a CUSO?: No
Are there investment opportunities for credit unions?: No
Describe Your Business Model:Fee for services.Cost containment through economies of scale.
Are you currently seeking additional users/customers?: Yes
Do you offer discounts or other benefits for NACUSO Members?: Yes
Contact Information:Amberley TurnerExecutive
Additional Information:

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