The retail wealth management program of Flushing Bank has joined Cetera Financial Group, a network of independent firms that provide financial advice, Cetera Financial Institutions announced Thursday.
Flushing Bank is a Uniondale, N.Y., based bank with 19 offices in and around New York City. It’s wealth management program focuses on millennial retail investors and has $225 million in client brokerage assets. Cetera Financial Institutions is the Cetera firm that focuses on serving the wealth management programs of banks and credit unions.
Working with Cetera to grow its assets, the bank will focus on increasing the wealth management program's share of wallet across its existing client base, Cetera says.