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Numerica Credit Union converts its investment program to Cetera Financial Institutions

By Edlyn Cardoza

August 02, 2022

  • AdviceWorks
  • Cetera Financial Group
  • Cetera Financial Institutions
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Cetera Financial Group, Financial Professionals, Numerica Credit Union, Cetera Financial Institutions, Credit Union, CUSO Financial Services, Financial Wellbeing, AdviceWorks, Growth360, Washington, USACetera Financial Group, America’s networks of financial professionals, announced that Numerica Credit Union will convert its investment program to the Cetera Financial Institutions (CFI) community. The Washington-state based credit union currently manages $200 million and was formerly affiliated with CUSO Financial Services (CFS), a full-service broker dealer that specialises in serving credit unions. Numerica will take advantage of Cetera’s investment services programs, including growth resources, tools, and technology, and collaborate with Cetera senior management to better serve Numerica members.

“Working with institutions with the caliber and strong offering of Numerica’s is a testament to Cetera’s solutions and long-term vision for CFI,” said LeAnn Rummel, president and CEO of Cetera’s financial institutions community. “We’re thrilled to welcome Numerica to the Cetera family and to create new opportunities for its members to achieve their version of financial wellbeing.”

The Cetera Financial Institutions partnership provides Numerica access to a wide array of tools, technologies, and solutions, including AdviceWorks – Cetera’s platform for financial professionals and members – and Growth360, Cetera’s peer-based methodology that helps financial professionals learn from and incorporate the successes of their fastest-growing peers.

“Cetera has a long-standing reputation for helping banks and credit unions offer innovative investment services and solutions,” said Carla Cicero, Numerica’s president and CEO. “We are confident that Cetera and Numerica coming together will bring even more value to our members.”

“Whether someone is looking to invest, gain financial confidence, or build a retirement plan – our members’ financial well-being and security is our first priority,” said Nancy Almond, senior vice president, Program Manager at Numerica. “Cetera’s industry experience and track record will assist our Numerica Financial Services team to become best in class.”

Since 1983, Cetera Financial Institutions (CFI) has set the industry standard for serving bank and credit union wealth management programs. It empowers financial institutions to deepen their client connections and expand their services in meeting their clients’ full lifecycle needs. The team’s unmatched knowledge of supporting the unique needs of financial institutions means its organisations have access to client-centric capabilities to deliver a superior and collaborative experience, along with robust technology and tools designed specifically for banks and credit unions.

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