Allegacy Investment Group, available through CUSO Financial Services, L.P. and led by Chief Financial Planning Officer/Program Manager Steve Franke, was awarded the Kehrer Bielan Top Directors Award for outstanding service.
The award is given to top performing providers of investment services at banks and credit unions in the United States. Using a data driven awards methodology, Kehrer Bielan reviewed the performance of 406 banks and credit unions and selected an elite list of programs of varying sizes.
Franke was one of 71 investment services leaders recognized at a ceremony this week, where he placed 4th in the mid-size firms’ category, sponsored by CUNA Brokerage Services.
“We are humbled to accept this award and thankful for the opportunity to serve our members with excellent financial care,” said Franke. “Our investment services approach is a comprehensive, personalized, and collaborative member experience. Our process is integrated into every member meeting and produces a formalized plan which may range from a 4-6-page to an 80-page plus report determined by the member’s personal situation.”
Franke’s team of advisors prepare and present holistic financial plans to at least 80% of all new members who utilize Allegacy Investment Group services. Plans are tracked and monitored monthly by each advisor.
“Financial planning is a core part of our member relationships and an expectation and engagement tool for our advisors,” said Franke. “Our advisors receive advanced training and are highly skilled at the execution of our process and I am incredibly proud of the work they do.”
Steve Franke