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Credit union partners with financial advisory firm
A credit union has signed with a firm to offer financial planning and wealth management services to its members.
Money Concepts International said last week that Tradewinds Credit Union in Comstock Park has signed an agreement to enter a “strategic relationship” with the company.
“I am excited about our partnership with Money Concepts International Inc. and the financial planning service it will provide for our members,” said Mary Sullivan, CEO and president, Tradewinds Credit Union.
“Money Concepts, like Tradewinds Credit Union, will offer the unique combination of friendly and professional service and attention to our members' individual financial needs.”
Money Concepts, founded in 1979 and based in Palm Beach Gardens, Fla., has helped credit unions provide their members with financial planning services since 1984.
Tradewinds Credit Union has $17.5 million assets.