New England-Based Credit Union Expands Member Services with New Partnership

San Diego, CA, and Springfield, VT — July 26, 2023 — CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce a new partnership with One Credit Union. One Credit Union serves over 19,000 members with more than $252 million in assets from seven branches throughout Vermont and New Hampshire.

“We’ve devoted more than 75 years to our members, ensuring they are well-cared for and − now with this partnership with CFS − we can expand on our promise of personalized service and support. With CFS’s extensive knowledge and award-winning solutions and platforms designed to enhance the member and financial professional relationship, we know we can enrich our member experience and exceed their expectations,” said Brett A. Smith, President and CEO.

One Credit Union sought out a partner that could deliver wealth management solutions to meet their members’ unique needs. With a legacy spanning nearly three decades, CFS has cultivated a rich history of empowering financial institutions and delivering exceptional member experiences.

Kevin Mummau, Co-Head of the CFS Financial Institution Channel expressed his excitement about the opportunity to support One Credit Union in expanding its wealth management program and strengthening its member relationships. “Our commitment to tailor our value proposition to the specific needs of each partner has been a cornerstone of our success. At CFS, we recognize the importance of providing members with seamless and frictionless experiences, achieved through a combination of intuitive digital tools and the expertise of our exceptional home office professionals. Drawing upon our extensive knowledge and experience, we aim to collaborate closely with One Credit Union to maximize their success. Our ultimate goal is to establish a longstanding partnership built on trust and mutual growth, delivering exceptional service and value to their members,” said Mummau.

CFS offers financial institutions like One Credit Union choice and flexibility through its four unique program models.

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About CUSO Financial Services, L.P.

CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF) are full-service broker-dealers, investment advisors and subsidiaries of Atria Wealth Solutions with over $40 billion in assets under administration. Established in 1997, CFS and SPF specialize in placing, supporting and providing customized wealth management solutions to over 200 banks and credit unions by delivering a sophisticated set of tools, services and capabilities for wealth management programs. For more information about CFS, SPF and Atria Wealth Solutions, visit atriawealth.com.

About One Credit Union

In 2010, United Community Credit Union (established 1943), Champlain Valley Credit Union (established 1952), and Bryant Federal Credit Union (established 1956) merged to become One Credit Union. With more than 75 years combined experience serving communities in Vermont and New Hampshire, One Credit Union has over 19,000 members with more than $252 million in assets from seven branches in Vermont and New Hampshire. For more information about One Credit Union, visit onecu.org.

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CONTACT INFORMATION
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com