Piedmont Advantage Investment Solutions Says the New Year is a Great Time to Get Finances in Order

Technology Makes it Easier Than Ever

​While many consumers tend to focus on physical health and wellness at the new year, Michael Westbrook, CFS* financial advisor at Piedmont Advantage available through CUSO Financial Services, L.P. (CFS) suggests also adding financial health and wellness to any list of resolutions.

“The new year is an ideal time to review goals and get your financial house in order,” says Westbrook. 

“Piedmont Advantage Investment Solutions believes in putting people first and offers a wide variety of financial education tools and products to help improve the financial well-being of our members throughout their lives.”

One such tool launching in the new year is a new release of the credit union’s award-winning online investment platform called My Portfolio View (MPV). This technology provides member-clients with greater insights into their investment portfolios, introduces greater reporting features, and offers more robust document storage.

For a more streamlined experience, member-clients can also integrate Piedmont Advantage Access online banking for greater convenience and flexibility, giving them the ability to access, view, download, and print checking, savings, credit card and loan accounts as well as investment account information at any time.

“We provide easy-to-use technology that allows people to quickly access and track their financial lives,” says Westbrook. “We can also provide the personalized attention they need to ensure their financial well-being in the New Year!”

For more information, please visit www.pacuinvestment.com.

About Piedmont Advantage Credit Union:

Piedmont Advantage Credit Union is a Member-owned, not-for-profit financial institution. Established in 1949 and headquartered in Winston-Salem, NC, Piedmont Advantage Credit Union is committed to our mission of serving our world-wide Membership with engaged employees who provide financial products and services, in ways which make us easy to do business with. Piedmont Advantage Credit Union creates valuable relationships which result in member advocacy, financial well-being of members, and safety and soundness of the credit union. For more information, call 800.433.7228 or visit www.pacuinvestment.com and follow us on LinkedIn.

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Media Contact:
Ann Willets /(732) 751-4545/prproann@gmail.com

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Piedmont Advantage Credit Union has contracted with CFS to make non-deposit investment products and services available to their credit union members. Insurance products and services are offered through CFS Insurance and Technology Services, LLC.

Source: Piedmont Advantage Credit Union


Categories: Credit Unions

Tags: Charlotte, Financial Services, Piedmont Advantage Credit Union, PIEDMONT ADVANTAGE INVESTMENT SOLUTIONS, Winston-Salem


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