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Q2 CDFI Roundtable

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May28

Q2 Small Credit Union Roundtable

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Jun3

YP Summit

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Collectors Council; Session Two

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TruWest Credit Union Named Financial Institution of the Year by Priority Financial Group

Posted by on May 13, 2025

TruWest CU

Ariz.-based TruWest Credit Union was named Financial Institution of the Year by Priority Financial Group (PFG). This award underscores TruWest’s commitment to excellence in providing exceptional wealth management services and support to its members.

The credit union won the award based on having the highest gross revenue and assets out of all the financial institutions on the platform, with the highest Assets Under Management (AUM) at $509 million. TruWest also experienced the highest growth over the prior year in gross revenue and assets.

TruWest Credit Union’s advisors have distinguished themselves among their peers and stand out as leaders in their field, embodying excellence and expertise in serving their members’ financial needs.

“We are honored to have TruWest Credit Union as our continued valued partner,” said PFG’s CEO, Mike Prior. “Their unwavering commitment to outstanding service and putting members first truly aligns with our own values. Congratulations to TruWest on this well-earned recognition.”

PFG provides turnkey compliance, operations, and sales support to over 25 financial institutions using Charles Schwab, Fidelity, and AssetMark platforms.

The relationship between TruWest and PFG has grown year over year since 2005. Abby Johnson, Vice President of Finance and the internal program executive at TruWest, has guided the team to outstanding service levels while the advisors manage 1,849 clients. Even more impressive is that 82% of revenue is from advisory business.

“This recognition reflects the dedication and effort of our entire team at TruWest Credit Union,” said Johnson. “We’re truly honored to again be named Financial Institution of the Year by Priority Financial Group. It reinforces our continued commitment to providing exceptional financial solutions and outstanding service to our members.”

Posted in Arizona, Regional Member News.