$2.5 Billion Credit Union Partners with CUSO Financial Services

Atria Wealth Solutions

July 27, 2023

Polish & Slavic Federal Credit Union Joins CFS Because of Established Startup Experience


San Diego, CA and Brooklyn, NY July 27, 2023 — CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Polish &Slavic Federal Credit Union (PSFCU). Established in 1976, PSFCU serves over 115,000 members with more than $2.5 billion in assets from 21 financial centers in New York, New Jersey, Illinois and Pennsylvania.

“As we expand financial solutions for our members, it was imperative that we find a partner that will be able to provide an extensive wealth management offering. Recognizing the challenges of starting up a new program, we chose CFS because of its extensive experience with startup programs. We needed a firm that understands financial institutions, has a strategic approach to growth, values the member experience and really understands us and our strategic direction – and we’re getting all that and more from CFS,” said Bogdan Chmielewski, PSFCU President and CEO.

CFS partnerships begin with flexible options through four unique program models. Once onboard, CFS delivers a blend of cutting-edge products, strategic program management, comprehensive advisory solutions and acclaimed technology − all designed to create efficiencies for the financial professional and deepen their relationship with their members. Through the Clear1 portal and mobile app and its single sign-on integration with the PSFCU home banking, members have access to their credit union accounts and their investment portfolio. In addition, Unio™, a proprietary platform, seamlessly integrates the entire wealth management ecosystem, resulting in time savings and better support for financial professionals and members.

“CFS is proud to partner with PSFCU as it builds out a new wealth management program to offer leading services and solutions to its members. We look forward to sharing our nearly 30 years of industry experience and proven track record. We are committed to delivering capabilities that provide a competitive advantage for them, while making it easier to do business and building exceptional member relationships,” said Brian Bichler, Co-Head of Atria’s Financial Institution channel.

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About CUSO Financial Services, L.P.

CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF) are full-service broker-dealers, investment advisors and subsidiaries of Atria Wealth Solutions with over $40 billion in assets under administration. Established in 1997, CFS and SPF specialize in placing, supporting and providing customized wealth management solutions to over 200 banks and credit unions by delivering a sophisticated set of tools, services and capabilities for wealth management programs. For more information about CFS, SPF and Atria Wealth Solutions, visit atriawealth.com.

About Polish & Slavic Federal Credit Union

Founded in Brooklyn, NY in 1976 by immigrants, PSFCU is the largest ethnic credit union in the U.S. with $2.5 billion in assets. It offers carefully tailored financial products and services to its 115,000 members and their families throughout the country, mainly through its 21 branches in New York, New Jersey, Illinois and Pennsylvania, and Mortgage Center in New Britain, CT. Long known for its commitment to the communities it serves, the credit union proudly sponsors and supports countless Polish-American organizations, schools, churches and cultural events that all help make local neighborhoods succeed and thrive. For more information, visit psfcu.com.

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Haven Tower Group
Julian Arenzon
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