iStock illustration

Quincy Credit Union expects to add investment management services to its suite of products following a deal with a financial institution-focused investment management firm.

QCU and CUSO Financial Services announced a multi-year partnership agreement Thursday that will give members of the $700 million-asset lender access to investment services like retirement and financial planning at its branches and in its online presence.

“Quincy Credit Union is proud to partner with the industry-leading team at CFS to launch Quincy Investment Services,” QCU CEO John Miller said in a statement. “We’ve listened to our members, who have been asking for investment services, and are excited to offer them both through our branches and digital channels. I’ve partnered with CFS at previous financial institutions and am confident that together, we will deliver top-notch and personalized services that our members deserve. CFS has excellent financial advisors and leading digital platforms that will serve current and future members through the channels of their choice.”

CUSO Financial Services is an SEC-registered broker-dealer and investment advisor established in 1997. Based in San Diego, the company and its sister firm Sorrento Pacific Financial offer customized insurance and investment products to customers of 200 banks and credit unions across the country.