Profile

CU Financial Services is a national growth and merger consulting firm that can help a credit union evaluate the feasibility of a charter change, including a review of all available charter options, and guide it through the conversion process. CU Financial Services also helps implement mergers, introduce business lending programs, satisfy regulatory enforcement actions — especially if real estate or business lending issues are involved — and execute CUSO strategies, including organization/acquisition, management or divestiture.

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Contact

Alan D. Theriault, President
CU Financial Services
PO Box 1053
Portland, Maine 04104

Telephone: 800-649-2741