Monday, October 03, 2022

Numerica converting investment program to Cetera

| August 4, 2022 1:00 AM

SPOKANE VALLEY — Cetera Financial Group has announced Numerica Credit Union will convert its investment program to the Cetera Financial Institutions community. The Washington-state based credit union currently manages $200 million and was formerly affiliated with CUSO Financial Services, a full-service broker dealer that specializes 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.

The Cetera Financial Institutions partnership provides Numerica access to a wide array of tools, technologies and solutions.

"Cetera has a long-standing reputation for helping banks and credit unions offer innovative investment services and solutions," said Carla Cicero, Numerica 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."

Cetera Financial Group (Cetera) is a financial services firm whose purpose is to enable the delivery of financial advice to as many Americans as possible. Cetera proudly serves independent financial professionals, tax professionals, banks and credit unions in providing wide-ranging financial planning and wealth management services.

Headquartered in Spokane Valley, Numerica has more than 165,000 members throughout Eastern Washington, Central Washington and North Idaho. Membership is open to anyone who lives, works or worships in the state of Washington or North Idaho.

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