California Credit Union in Glendale is partnering with Ameriprise Financial Institutions Group to enhance its $750 million brokerage-asset investment program that provides financial guidance and solutions to its members.
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“We’re always focused on finding new ways to deliver personalized products, convenient services, and leading technologies to support our members through every aspect of their financial journey,” Steve O’Connell, CEO of California Credit Union, said in a press release. “Our partnership with Ameriprise Financial significantly enhances our investment solutions, helping members achieve their goals through a broad array of investment products, an improved digital experience, and financial planning tailored to their unique needs.”
The credit union's nearly 165,000 members will have access to personally tailored financial and investment products and advice, as well as the ability to connect with their advisors via face to face, online, video or phone meetings.
“As a long-standing leader in financial planning, we’re thrilled to bring our powerful advice offering to California Credit Union,” Jay McAnelly, group vice president at AFIG, said in the press release. “Our unique advice approach — combined with our breadth of investment products, digital tools, and end-to-end support — will position California Credit Union to effectively help more of its members plan for the future.”
