BESTVEST

Founded in 1995, BestVest offers the highest quality investment and insurance services and independent investment products to credit unions and banks nationwide. As a leading provider of third-party brokerage services, we deliver customized client solutions from website appearance to product offerings. BestVest is dedicated to providing proven program management, product expertise, advanced technology, and superior service, all tailored to meet the unique needs of each client... Based in Media, PA, just outside of Philadelphia, BestVest was founded by a credit union and is now owned and managed by Jim O'Connor and a team of well seasoned investment professionals. Mr. O'Connor has over 35 years experience in the financial services industry, the last 25 serving banks and credit unions. The management team has in excess of 100 years of combined investment experience, 70 years servicing members and clients of credit unions and banks. BestVest now serves credit unions and banks with a..

Also known as: BestVest Investments, BestVest Investments, Ltd

Primary location: Media United States