SHELTON, Wash. Peninsula Community CU has partnered with CUSO Financial Services, L.P. to provide wealth management services to its members.
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“We are very excited about this partnership offering retirement and wealth management services to our members,” said Jim Morrell, president of the $150-million credit union. “The investment products will provide even more financial value to credit union members as well as access to the tools and consultation critical to helping people make informed financial planning decisions.”
Peninsula Community serves 18,000 members in Kitsap, Mason, Jefferson, Clallam and Grays Harbor counties.
