Allegacy Investment Group, available through CUSO Financial Services, L.P., has earned several top performance awards, recognizing its dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to members.
Awards presented by CUSO Financial Services (CFS) include:
- Gold Level Keystone Award & Bronze Level Pinnacle Award – overall team awards to Allegacy Investment Group based on significant growth of its investment and insurance program revenues throughout the year.
- Hall Of Fame Award – Laura Banasiewicz CFP®, CRPC is one of two advisors inducted into the Hall of Fame, recognizing individuals that have consistently brought their passion for service to their investment programs.
- Gold Pacesetter Awards - Financial advisors Laura Banasiewicz CFP®, CRPC; Tim Bowles, Sam Critz CFP®, and Tracy Duncan CFP®. These awards honor the top producing registered financial representatives who have met goals and provided outstanding service to clients.
“We are proud to be acknowledged for our team’s accomplishments and the excellent service we have provided to our members offering products and services for every stage of life,” said Steve Franke, program manager, Allegacy Investment Group. “We remain committed to education and working closely with our clients to understand goals for the future and always doing right for the wellbeing of our members.”
Through CFS, Allegacy Investment Group provides a wide array of options including investment, retirement and retirement income planning, life and long-term care insurance as well as estate planning. Started 21 years ago, Allegacy Investment Group now manages more than $1.2B in Assets Under Management. For additional information, please call 336-774-3400 or visit online at www.allegacyinvestmentgroup.org
Tim Bowles
Sam Critz
Tracy Duncan
Laura Banasiewicz