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Third Federal Partners with Clearstead Advisory Solutions for Access to Wealth Management Services for Customers
CLEVELAND--(BUSINESS WIRE)-- To further support the financial needs and objectives of its customers, Third Federal (Nasdaq: TFSL) is partnering with
About this update from Tfs Financial Corporation
[{"type":"text","content":" CLEVELAND--(BUSINESS WIRE)--\nTo further support the financial needs and objectives of its customers, Third Federal (Nasdaq: TFSL) is partnering with Clearstead Advisory Solutions (CAS), a division of Cleveland-based Clearstead Advisors, LLC (Clearstead), to provide access to wealth management services, including investment management, retirement guidance, and financial planning, to its customers across the country.\n\n\nIntroductions to Clearstead Advisory Solutions are now being offered to all Third Federal customers in the markets the company serves.\n\n\nThird Federal customers now have access to wealth management services from a trusted name among financial advisory firms, during a time when more and more people need support managing their assets before and after retirement.\n\n\n“A big part of our mission is to help our customers achieve financial security,” said Third Federal Chairman and CEO, Marc A. Stefanski. “By working with Clearstead Advisory Solutions, we are able to offer our customers the opportunity to receive services and guidance on wealth management, through a company that is aligned with the customer-centric focus and values Third Federal uses every day.”\n\n\n“Clearstead Advisory Solutions aims to address the wealth management needs of individuals and families,” said Clearstead President & CEO, Bradley D. Knapp, CFA. “We’re proud to work with the clients of a locally based, long-standing institution like Third Federal to help their clients achieve their goals and build lasting legacies.”\n\n\nClearstead Advisory Solutions will provide Third Federal clients with access to wealth management solutions that are tailored to and aligned with the unique circumstances and objectives of individuals and families.\n\n\nThird Federal customers can call their local branch, or Customer Care, to be connected to a CAS advisor.\n\n\nAbout Third Federal\n\n\nThird Federal Savings and Loan Association is a leading provider of savings and mortgage products, and operates under the values of love, trust, respect, a commitment to excellence and fun. Founded in Cleveland in 1938 as a mutual association by Ben and Gerome Stefanski, Third Federal’s mission is to help people achieve the dream of home ownership and financial security. It became part of a public company in 2007 (Nasdaq: TFSL). Third Federal, which lends in 28 states a...