Truliant selects CUSO Financial Services as its new broker-dealer

WINSTON-SALEM, NC (August 13, 2019) — Truliant Federal Credit Union today announced that its asset management and estate planning division, Truliant Financial Advisors, (TFA) has selected CUSO Financial Services as the broker-dealer for its investment program.

CUSO Financial Services (CFS) is a full-service, nationwide broker-dealer that specializes in placing investment programs inside credit unions, providing customized investment and insurance solutions to more than 200 financial institutions throughout the U.S.

Established in 2003, Truliant Financial Advisors helps Truliant members and retirees with trust and wealth management planning.

CFS is known as a technology leader that helps credit unions grow investment programs and has expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers.

“We chose to partner with CFS because of their deep understanding of credit unions and their membership. This program will allow us to better educate our membership on building a strong and secure financial future”.

“We looked at several broker dealers before selecting CUSO Financial. We needed a partner who could deepen relationships by facilitating the best investment strategies, tools and resources while growing the scale of our program. CUSO Financial’s program will help us build more meaningful relationships while providing the support we need to succeed,” said Bob Nadler, director, Truliant Financial Advisors.

About Truliant Federal Credit Union

Truliant is a mission-driven, not-for-profit financial institution that improves lives by providing great service and straightforward financial solutions. Truliant was chartered in 1952 and now serves 316,000+ members. Truliant has more than 35 Member Financial Centers in North Carolina, South Carolina and Virginia.  


Heath Combs
Public Relations
Truliant Federal Credit Union

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