TruWest receives Distinguished Service Excellence Award
Priority Financial Group Honors Arizona Based Credit Union
SCOTTSDALE, AZ (March 24, 2023) — TruWest® Credit Union received the Service Excellence Award from Priority Financial Group. This award signifies the commitment TruWest demonstrates related to its wealth management services and support.
This award was based on highest gross revenue and assets out of all the financial institutions on the platform and highest growth over prior year in gross revenue and assets.
“TruWest is one of the leading credit unions in the nation in terms of visionary leadership, high quality financial advisors, dedicated admin team, and complete support from the branches and marketing,” said PFG’s CEO, Mike Prior. “This truly is a fun team focused on quality advice.”
PFG provides turnkey compliance, operations, and sales support to over 20 financial institutions using Charles Schwab, Fidelity, and AssetMark platforms. TruWest is the number one financial institution in total revenue, assets, and clients.
The relationship between TruWest and PFG has grown year over year since 2005. Abby Johnson, the internal program executive at TruWest has guided the team to outstanding service levels while the Advisors manage $385M in AUA with 1770 clients. Even more impressive is that 83% of gross revenue is from advisory business.
“Through our partnership with PFG, we are able to deliver on our promise to provide financial education and solutions that make a difference in our members’ lives,” said Johnson.
For more information regarding TruWest Credit Union, please visit truwest.org.
About TruWest Credit Union
TruWest® Credit Union is headquartered in Tempe, Ariz. and operates as a cooperative providing its members with a lifetime of quality financial services and a culture of caring for its organization, employees and communities. TruWest is a strong and sound financial institution with more than 93,000 members and assets totaling more than $1.5 billion. TruWest Credit Union has 11 branch locations—eight in metro Phoenix and three in Austin, Texas. For more information, visit www.truwest.org.