TAMPA, Fla.--(BUSINESS WIRE)--INVEST Financial Corporation (INVEST), today announced it will provide brokerage and investment services for Northern Credit Union, based in Watertown, N.Y. Northern Credit Union has more than $200 million in assets under management and delivers high quality financial products and education resources to its more than 28,000 credit union members throughout the state of New York.
“We are always seeking customer-focused financial institutions to form a long-term relationship with,” said Steve Dowden, president and chief executive officer of INVEST. “As a leader in banking and finance, Northern Credit Union provides an opportunity for INVEST to extend its innovative technology and operations support services to high-quality firms.”
INVEST is a subsidiary of National Planning Holdings® (NPH®), one of the largest independent broker-dealer networks in the industry. A Tampa, Fla.-based firm, INVEST has served as an industry leader in providing brokerage services for financial institutions for 30 years. INVEST currently supports more than 150 banks and credit unions and more than 1,100 representatives nationwide.
“Our mission is to provide our members with the investment solutions they need to achieve their financial goals,” said Dan St. Hilaire, president and chief executive officer of Northern Credit Union. “Our new association with INVEST will allow us to increase productivity and continue to provide exceptional service to our members.”
Financial institutions interested in learning more about INVEST can contact the firm’s Business Development Team at (800) 245-4732, option 2, or visit https://www.investfinancial.com/public/joininvest/direct.html.
About INVEST Financial Corporation
INVEST Financial Corporation (www.investfinancial.com), a subsidiary of the National Planning Holdings, Inc.® (NPH®) independent broker-dealer network, is a full-service broker-dealer based in Tampa, Fla. NPH is an affiliate of Jackson National Life Insurance Company® (Jackson®, www.jackson.com), a leading provider of retirement solutions.
About Northern Credit Union
Northern Credit Union is a growing, federally insured financial institution and a leading provider of a full range of financial services to anyone who lives, works, worships or regularly conducts business in Jefferson, Lewis and Southern St. Lawrence counties. Northern CU serves the financial needs of more than 28,000 members through world-class technology systems, a convenient network of six branch locations, 27 ATMs and over 30,000 surcharge free partner ATMs. Founded over 55 years ago, Northern continues to operate as a member-owned financial cooperative with locations in the Watertown, Adams, Gouverneur, Lowville and West Carthage. Visit Northern CU at www.mynorthern.com or call 866-310-6328 to learn more.
INVEST Financial Corporation, member FINRA, SIPC, a Registered Broker-Dealer and Registered Investment Advisor, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products. Products are: Not FDIC or NCUA insured; Not deposits of, obligations of, or guaranteed by any bank or credit union; Subject to investment risk, including the possible loss of principal amount invested.
INVEST and Northern Credit Union are independent entities.
