CUSO Financial announces new partnership with Gulf Coast Educators Federal Credit Union


Texas Credit Union Selects CFS For Superior Knowledge Of Credit Union Vertical And Expertise In SEG Education

Posted: October 6, 2021 at 9 a.m. EDT|Update: 1 hour ago

SAN DIEGO and PASADENA, Texas, October 6, 2021 / PRNewswire / – CUSO Financial Services, LP (“CFS”), a subsidiary of Atria Wealth Solutions, Inc. (Atria) today announced a multi-year agreement with Gulf Coast Educators Federal Credit Union (“GCEFCU”) to support and develop its investment services program. Founded in 1948, the GCEFCU serves more than 46,000 members with $ 1.2 billion in assets. As a SEG closed credit union (special group of employees), it is deeply committed to meeting the financial needs of educators and school employees throughout the Houston, texas, Region.

CUSO New (PRNewsfoto / CUSO Financial Services, LP)

“As our membership grows, so does our need to provide members with expanded wealth management solutions. This is one of the many reasons why CFS was the obvious choice for us, ”said Eric Stegall, COO of GCEFCU. “CFS technology is more than a digital solution. It truly enhances the experience of our members and allows us to serve them with a holistic approach to financial planning. CFS also has extensive knowledge and experience in understanding the specialized needs of educators. “

GCEFCU members now have instant access to Clear1, an intuitive, co-branded member portal with single sign-on integration from the credit union’s home banking website. Members can view their account activity, download important documents for secure storage, and connect with their advisor via professional text message.

CFS provides finance professionals with access to advanced wealth management tools, including Contour, a comprehensive fee-based advisory platform, and Unio, the award-winning advisory platform, with a fully integrated CRM and new workflow. opening a paperless account.

“We are delighted to start this partnership with GCEFCU. Their commitment to providing personalized, high-quality support to educators aligns closely with our vision as the only third-party broker dedicated solely to credit unions, ”said Valorie Seyfert, president and co-founder of CUSO Financial Services. “For 25 years, we have focused on staying ahead of the evolving needs of credit unions. Our experience and resources allow us to provide them with the best technology, a clear path to develop their investment programs and the dedicated support they need to reach more members while providing an exceptional member experience. “

Professionals dedicated to program development and counselors work with the credit unions of the CFS family. These broker-dealer experts are already working with GCEFCU on strategic business plans surrounding the credit union’s unique benchmark culture using BusinessOptimizer ™, a powerful analytics engine within Unio that extracts real-time program data and identifies new business opportunities.

“CFS offers a whole different experience for credit unions,” Stegall said. “Its combination of scale, service, culture and technology is already transforming our ability to better serve our members, deepening our relationships and providing better understanding than ever before. “

About CUSO Financial Services, SEC

CUSO Financial Services, LP (CFS) and Sorrento Pacific Financial, LLC (SPF) are full-service broker-dealers and subsidiaries of Atria Wealth Solutions. Each broker is registered with the Securities and Exchange Commission (SEC) as a broker and investment advisor and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Created in 1997, CFS and SPF specialize in the placement and support of investment programs within financial institutions. From their headquarters in San Diego, the companies provide personalized investment and insurance solutions to more than 200 banks and credit unions across the country with nearly $ 40 billion in assets under administration and provide expertise in key areas including pension services, wealth management, advisory solutions and insurance products for individuals and businesses. For more information, visit

About Federal Credit Union Gulf Coast Educators

Gulf Coast Educators Federal Credit Union (GCEFCU) is a member-owned financial cooperative serving over 46,000 members with $ 1.2 billion in assets throughout the Houston, texas, Region. Established in 1948, the Credit Union offers membership to educators and individuals employed by any school district, private or charter school, or post-secondary institution in the State of Texas. Gulf Coast currently operates from seven branches and will soon open its eighth location in the Houston Region. For more information, visit

Gulf Coast
Gulf Coast

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SOURCE CUSO Financial Services, SEC

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