Military-Based Credit Union Expands Services

Financial Advisor

January 6, 2022

CUSO Financial Services has entered into an agreement with Eglin Federal Credit Union to support Eglin’s investment services program for members, the two firms announced.

San Diego-based CUSO Financial Services, which is a subsidiary of Atria Wealth Solutions, will provide support for Eglin Wealth Management for the credit union’s 121,000 members in the western Florida Panhandle. The credit union, based in Fort Walton, Fla., has nearly $2.8 billion in assets.

CUSO Financial Services is one of the few remaining third-party broker-dealers in the financial services industry that is solely dedicated to credit unions, CUSO said. Eglin Federal Credit Union focuses on serving members in the military community and civilian personnel on Eglin Air Force Base, Hurlburt Field and Duke Field in western Florida.

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