BETHPAGE, N.Y. – Bethpage FCU introduced Bethpage Investment Strategies, a financial services division that offers members an increased product line and more services.
As part of the expansion, Bethpage Investment Strategies now offers these products and services through Tampa, Fla.-based INVEST Financial Corporation, member FINRA/SIPC, with the goal of providing superior brokerage and investment services. The credit union said Bethpage Investment Strategies will provide members with additional financial services and access to an enhanced product line including financial planning, brokerage, asset management, retirement/estate planning, college planning, life insurance, long term care and disability insurance. The expanded division expects continued growth, thanks in part to a new paperless environment and electronic platform.
The new CUSO replaces Bethpage Financial Services as the credit union’s financial division. Michele Dean, senior vice president of investment services, will continue to head up the group that currently employs a team of nine financial consultants and a four-member support team, who manage a $350 million portfolio for more than 4,000 clients.
