Malvern Federal Inks Wealth Management Deal

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Business Briefs

Malvern Federal Savings Bank customers now have a direct link to wealth management services from an investment expert frequently sought by highly esteemed national media, including The Wall Street Journal, CNBC and Bloomberg TV, according to a CNN announcement.

Malvern Federal has entered into a strategic partnership with Cassandra Toroian’s Bell Rock Capital.

“Cassandra and her team bring outstanding institutional-level experience and highly customized investment advisory services to Malvern Federal clients,” President and CEO Anthony C. Weagley said in the article. “Our partnership with Bell Rock is part of the bank’s strategy of providing the highest-quality products and services to Malvern Federal clients.”

Bell Rock offers asset management and 401(k) plans for individuals, families, start-ups, corporations, banks and insurance companies based on proprietary research and high-tech tools that have garnered Toroian praise as a WSJ all-star analyst.

Read more about the Bell Rock deal and what it means for Malvern Federal on CNN here.

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