Coastal Credit Union Renews Partnership with CUSO Financial Services

$4.8 Billion Credit Union Touts Experience and Personalized Service for Renewal

CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) is pleased to announce the renewal of its agreement with North Carolina-based Coastal Credit Union (Coastal). Established in 1967, Coastal now serves more than 331,000 members with more than $4.8 billion in assets.

"We've had an overwhelmingly positive experience with CFS over the last 12 years, so renewing our partnership was the best decision for us. With CFS, we get the complete package – access to leaders, innovative solutions for our financial professionals that empower them to deliver an exceptional member experience and the support we need to grow in the marketplace. It's been a win-win for all of us and we look forward to seeing what the next many years bring," said Tyler Grodi, CEO at Coastal.

"It's been an honor working alongside Coastal and their successful growth the past 12 years and we're excited to continue our partnership. We are a leader in the wealth management industry because we understand the value credit unions and financial professionals bring to the communities in which they are located. We are backed by nearly 30 years of experience, a talented team of innovators and customizable solutions like Unio™ and Clear1 that create program efficiencies and deepen the relationship between members and financial professionals. We appreciate Coastal's belief in us and are excited to continue building on their success," said Kevin Mummau, Co-Head of Atria's Financial Institution channel.

CFS provides a comprehensive framework for holistic wealth management guidance through an award-winning platform, tools, training, compliance oversight and personalized support, all aimed at helping the investment program succeed.