BluPeak Credit Union Partners with Advisor Group and Securities America to Expand BluPeak Investment Services
SAN DIEGO, Calif. (November 04, 2020) – BluPeak Credit Union (BluPeak Credit Union) has announced a partnership with Advisor Group and Securities America to relaunch and expand their investment services offerings to members. The updated USE Investment Services allows thousands of families across California enhanced support for financial planning and saving for the future.
BluPeak Credit Union’s partnership with Securities America provides members with access to expanded services such as stocks, bonds and mutual funds; competitive annuity and insurance products; and online account access at any time. The Investment Services team now consists of three financial advisors – two located in the San Diego county area and one located in Northern California – who can work with BluPeak Credit Union members to develop a personalized financial plan.
“At BluPeak Credit Union, being able to offer our members exceptional financial planning and investment services fits seamlessly within our broader mission of helping them map a path to their dreams,” said Todd Tharp, chief financial officer at BluPeak Credit Union. “We’re thrilled that our partnership with Priority Financial Group and Securities America will better enable us to empower our members with industry-leading technology, support and services that can help them work toward the future of their dreams.”
Securities America is part of Advisor Group, the nation’s largest network of independent wealth management firms. BluPeak Credit Union has affiliated with Securities America through Priority Financial Group, a registered investment advisor based in Phoenix.
“It has been great working with the team at BluPeak Credit Union,” said Priority Financial Group chief executive officer Mike Prior. “Our first priority was working with the Credit Union to help ensure their members have access to expert financial advice.”
About BluPeak Credit Union
Founded in 1936, University & State Employees Credit Union (BluPeak Credit Union) empowers nearly 60,000 members to achieve financial wellness through a full range of financial products and services, including checking and savings options, credit cards, loans, mortgages and more. BluPeak Credit Union now has more than $1 billion in assets and offers accessibility to its members through eight branches in California, nearly 30,000 surcharge-free ATMs across the nation and 24/7 Online and Mobile Banking access.
BluPeak Credit Union membership is open to all California university employees and students as well as California state employees, including California Department of Motor Vehicles, California Highway Patrol, CalPERS and CalTrans, along with others who live, work or worship in Alameda County, Sacramento County, San Diego County, Santa Clara County and Yolo County. As a not-for-profit community leader, BluPeak Credit Union partners with causes, events and organizations that reflect a commitment to health, wellness and inclusiveness. Learn more at www.blupeak.com.
