INVEST Financial, a Florida-based subsidiary of National Planning Holdings, an independent broker-dealer, has partnered with three credit unions to provide brokerage and investment services.
Reportedly, the three institutions include, Wisconsin-based Royal Credit Union, Minnesota-based Accentra Credit Union and Pennsylvania-based Cornerstone Federal Credit Union.
Connie Gregory, senior vice president of business development for INVEST Financial Corporation, said: “We are pleased to welcome three new credit unions to INVEST and look forward to building long and productive relationships with each of them. Our financial institution clients receive support and services that are tailored to their specific needs.”
