Ferndale,
Michigan – Credit Union ONE and Hantz Financial Services have joined forces to offer
a wide range of investment, insurance, retirement, tax and estate planning services.
This relationship expands the capabilities of Credit Union ONE to fully service
its members, and expands the market reach of Hantz to current and future
members of Credit Union ONE.
Under
this arrangement, Hantz advisors will lead a team of Credit Union ONE and Hantz
specialists who will collaborate to deliver a full financial service experience
for each member/ client. The team
approach allows for the development and design of a comprehensive plan that
seamlessly integrates both Credit Union ONE and Hantz Financial services and products
to produce results that achieve desired outcomes and goals.
“We
have offered financial planning services to our members for twenty-years with
little success, considering our membership and asset size. The one-off product sales approach simply does
not fit our vision of the member experience and is inconsistent with our Core
Values. Members now have access to a
team of experts who will deliver a remarkable experience. This team approach is rarely seen in the banking
arena, and we believe creates a compelling value proposition,” said Credit
Union ONE President and CEO Gary Moody.
“We
are very excited about joining forces with Credit Union ONE to be able to
provide the opportunity of a one stop shop financial planning experience to
their members,” said Hantz Group CEO, John Hantz. “The Hantz Financial method of working with
our team of experts to use a comprehensive approach in designing a financial
plan and being able to offer all of the necessary services to implement the
plan provides our clients with the convenience of having all of the information
needed for decision making in one place.
It allows for the most successful outcomes.”
Credit Union ONE, headquartered in
Ferndale Michigan for seventy-five years, offers a wide array of financial
services and access to over 30,000 ATM’s nationwide, serving 110,000 members,
with seventeen offices in three major
metropolitan areas, including Metro Detroit, Grand Rapids and Traverse City.
For more information go to cuone.org or "like
us" on Facebook.
The Hantz Group provides a wide
variety of financial services for consumers and small businesses including
financial and retirement planning, property & casualty insurance for
consumers, business and individual tax services, estate planning as well as retirement
and health care plans for business and commercial insurance. It manages more than $4 Billion in assets
with 24 offices in Michigan and Ohio. Web site: www.hantzgroup.com.
Contact Judi Desilets, Director of Public Relations for Credit Union ONE, 248-584-5224, Judi_Desilets@cuone.org
Contact Judi Desilets, Director of Public Relations for Credit Union ONE, 248-584-5224, Judi_Desilets@cuone.org
