Russ Cesari and Jim Christy Rank in Top 25 of Bank Investment Consultant’s Top 100 Bank Advisors List
Herndon, VA — Two of Northwest Financial Advisors’ (NWFA) most seasoned wealth advisors — Russ Cesari and Jim Christy — recently ranked in the top 25 of Bank Investment Consultant’s 2017 Top 100 Bank Advisors list.
Credit union investment program doubles advisory AUM in 5 years.
Herndon, VA — Northwest Financial Advisors (NWFA), a subsidiary of Northwest Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union, today announced that the firm reached $1 billion in advisory Assets Under Management (AUM), a major financial milestone for the northern Virginia company.
Northwest Financial Advisors Partners with Members Trust Company - Strategic Partnership Expands Member Reach through Access to Trust Services
Herndon, VA — Northwest Financial Advisors (NWFA) today announced its strategic partnership with Members Trust Company, FSB, the nation’s first nationally chartered trust company for the credit union industry. Members Trust Company will be available to serve as a corporate trustee and trust fiduciary for NWFA’s clients in need of trust services.