California Credit Union Updates Investment Platform | Journal of the credit union

California Credit Union of Glendale is partnering with Ameriprise Financial Institutions Group to raise their $ 750 million

The $ 4.1 billion credit union, with 25 branches across southern California, has moved its investment practice to the Ameriprise Financial platform and branded it as North Island Credit Union Wealth Management, a financial advisory practice of Ameriprise Financial Services .

“We’re always focused on finding new ways to deliver personalized products, convenient services, and cutting-edge technology to support our members with every aspect of their financial journey,” said Steve O’Connell, CEO of California Credit Union, in a Press release. “Our partnership with Ameriprise Financial significantly improves our investment solutions and helps members achieve their goals through a wide range of investment products, an enhanced digital experience and financial planning tailored to their individual needs.”

The credit union’s nearly 165,000 members will have access to personalized finance and investment products and advice, as well as the ability to connect with their advisors through face-to-face, online, video or phone calls.

“As a long-time leader in financial planning, we are pleased to bring our powerful range of advisory services to the California Credit Union,” said Jay McAnelly, group vice president at AFIG, in the press release. “Our unique advisory approach – combined with our breadth of investment products, digital tools and end-to-end support – will enable California Credit Union to effectively support more of its members in planning for the future.”

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