Overview

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 26 years experience in the financial services industry, the last 20 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 combined asset base in excess of 10 billion dollars and 500,000 members/clients.

BestVest continues to grow by investing in website development, while continuing to hire and retain the talent and intellectual capital that will take our organization and yours to the next level. BestVest is comprised of experienced professionals with the ability to recognize the changing marketplace and recommend innovative solutions that help financial institutions attract and retain clientele, improve operating efficiencies, and effectively compete for additional market share. BestVest combines our banking and investment expertise with your organization’s resources, forming a relationship that utilizes the strengths of both parties in order to capitalize on opportunities.

Our partners can feel confident that the success of the financial institutions and its customers is always BestVest’s primary goal. Vendors of investment products are not allowed an ownership interest in BestVest and BestVest is free of other potentially conflicting relationships.  This autonomy enables BestVest to recommend only the solutions that we believe are in your members and customers’ best interests. Additionally, our singular focus on quality financial institutions allows us to fully understand our clients’ corporate cultures, challenges, and opportunities.

With this understanding, a talented team of employees, and a flexible business model, BestVest offers customized solutions through a combination of integrated tools and resources, on-site coaching, regional and annual meetings, and proactive consultations. We carry out our strategies and then we measure our success, continually examining our methods and results against our clients’ expectations. At BestVest, we look to continually improve our strategies in order to always provide the best possible service to you.