Telhio Credit Union partners with Credit Union Wealth Group to offer wealth management services4/19/2023 Columbus, OH — Telhio Credit Union has partnered with Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. This new wealth management program, delivered by professional financial advisors, complements the credit union's already wide array of financial products & services.
Members will now have access to a dedicated financial advisory team who can provide financial advice, planning, and investment management services. The full-service program provides support for the credit union as well, including program management, marketing, compliance, technology, and back office support. Members are invited to speak with the available advisors to discuss their financial goals and make a plan for success. Members using the services have access to:
Chad Maze, Chief Operating Officer of Telhio Credit Union, on the partnership: “Frictionless services and added value to our members are critical aspects of our decision making when we look to offer new products. Telhio is excited to be able to offer our members a more comprehensive suite of services for every level of financial planning to support self, family, and business needs. As our members look to establish a plan to manage their financial legacies, they now have a trusted partner with whom they consult through Telhio Investment Services.”
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Niagara Falls, NY — Encompass Niagara Federal Credit Union has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. Encompass Niagara FCU proudly provides quality services at the lowest possible price for its members. Striving to provide their members with the lowest rates for loans and best rates for savings, the credit union will now also be able to offer accessible, professional, dedicated financial advisors to work with the membership. The full-service wealth program provided by CU Wealth includes dedicated financial advisors, program management, marketing, compliance, and back office support. Members may work with their advisor at their own convenience towards a variety of financial goals.
All members will have access to a wide range of services within financial planning and investment management.
Alaina Moeller, Manager at Encompass Niagara Federal Credit Union, on the partnership: “We care about our members' financial health and well-being. This partnership will make it possible for our members to build a stronger financial portfolio to better their future.” Garden City, KS — Golden Plains Credit Union has partnered with Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. The addition of wealth management delivered by professional financial advisors will expand the credit union's already wide array of financial products & services. GPCU members will have access to a dedicated financial advisory team who may provide financial advice, planning, and investment management services. The full service program provides support for the credit union as well, including program management, marketing, compliance, technology and back office support.
Members are invited to speak with the available advisors to discuss their financial goals and make a plan for success. Members using the services can have access to:
Michael McDermott, Manager at CU Wealth Group (Polaris Financial), on the partnership: “We’re thrilled to be working with the Golden Plains Credit Union team and their members. GPCU is dedicated to providing valuable services to their members and making a positive difference in their lives - the addition of the wealth management program will continue that effort. GPCU members will be invited to receive financial advice and services from professional wealth advisors to help them achieve their financial goals.” About Credit Union Wealth Group (Polaris Financial): Credit Union Wealth Group, part of Polaris Financial, is a nationwide Registered Investment Advisor that specializes in providing credit unions and banks with turn-key, fee-only wealth management programs. Polaris’ Credit Union Wealth Group works to service the credit union channel. To learn more please visit www.cuwgroup.com. Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Golden Plains Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested. BOWLING GREEN, KY –Service One Credit Union is partnering with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to provide fiduciary financial planning and investment management services to its members.
“We are very excited to give our members access to the full-service wealth program provided by CU Wealth,” said Jonathan Turner, Service One Retail Relationship and Sales Manager. “With its dedicated financial advisory team, retirement and life event planning services, professionally managed investment portfolio, 401k review and advice, and digital client portal and financial planning tools, CU Wealth, will give our members the tools to help them on their financial journey.” Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: “We are grateful to be chosen as the wealth management partner for Service One Credit Union and its members. Our Wealth Management Program is rooted in similar values of accountability, teamwork, integrity, and flexibility which aligns well with the vision, mission, and values at Service One CU. We look forward to joining the team and members to help create lifetime financial relationships and positive impacts on those we serve.” Los Angeles, CA — California Bear Credit Union has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. California Bear CU has always been committed to the best interests of their members, working to provide the best quality of financial and credit products and services to meet member needs. With the addition of the wealth management program, California Bear members will now have access to a dedicated financial advisory team who may provide financial advice, planning, and investment management services. The full service program provides support for the credit union as well, including program management, marketing, compliance, technology and back office support.
Advisory and investment services are a great addition to the credit union’s offering and can help members who seek to earn more on their savings. All members will have access to a variety of services within financial planning and investment management.
Michael McDermott, Program Manager at CU Wealth Group (Polaris Financial), on the partnership: “California Bear was searching for a full service wealth management program to quickly and easily expand member services - CU Wealth delivers just that. Members can invest excess funds to seek capital growth and higher returns than they might see in deposit products while working with a fiduciary advisor. The credit union can also benefit through increased member satisfaction, new member engagement, and better control of capital on the balance sheet. We are excited to be partnered with the Cal Bear team and its membership. ” Learn more about California Bear Credit Union at www.calbearcu.org Three Rivers, CA — Valley Oak Credit Union has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. In its continued commitment to service, integrity and financial stability for its members, this partnership will provide members with fiduciary investment services and wealth management. The full-service wealth program provided by CU Wealth will include dedicated financial advisors, program management, marketing, compliance, and back office support. Members may choose a self-guided experience, or engage directly with their wealth advisor at their convenience. This partnership expands on the many services being offered to the Valley Oak Credit Union members.
All members will have access to a variety of services within financial planning and investment management.
Alan Cortum, CEO at Valley Oak Credit Union, on the partnership: “Valley Oak Credit Union is always looking for ways to help its members. Our commitment to our members is the reason we exist and when we were not able to provide fiduciary financial planning and investment management services ourselves we searched for a partner who displays our commitment. After researching partner options we selected Polaris Financial’s Credit Union Wealth Group (CU Wealth) because their commitment level rivals our own. We are excited to be able to offer this type of service through a trusted partner.” Owings Mills, MD — Polaris Financial’s Credit Union Wealth Group (CU Wealth) has partnered with First Eagle Federal Credit Union (First Eagle FCU) to offer financial planning and fiduciary investment management services to all of its members.
Through this wealth program, the credit union is able to quickly and easily expand its member services to include wealth management from a dedicated advisory team. This is consistent with the established low-cost and high-value financial services already being offered. The CU Wealth team recognizes their role working closely with the First Eagle team and respects the trust which members place in their credit union. CU Wealth advisors will encourage financial responsibility through competitive financial services for all members and work with members towards a better financial life. The full service wealth program from CU Wealth will provide First Eagle FCU with a dedicated financial advisory team, program management, marketing, compliance, and back office support. First Eagle members may choose a self-guided experience, or engage directly with their CUWG advisor at their convenience. No matter what experience chosen, each member receives a personal advisor who provides investment portfolios and financial planning services.
Art Brock, Vice President & Chief Financial Officer at First Eagle Financial Credit Union, on the partnership: “We’re excited to offer professional wealth management services to our membership. We believe these services are very important and necessary to truly fulfill our goal of Making Our Members’ Lives Better no matter what stage of life they’re in”. Wellesley, MA — Polaris Financial’s Credit Union Wealth Group (CU Wealth) has partnered with Autotruck Financial Credit Union (Autotruck FCU) to offer financial planning and investment management services to all of its members.
The full service wealth program from CU Wealth will provide Autotruck FCU with a dedicated financial advisory team, program management, marketing, compliance, and back office support. Each member receives a personal advisor who provides financial planning and investment management services.
Jason Pendleton, Vice President of Lending at Autotruck Financial Credit Union, on the partnership: “As our members plan for their financial future, we want to connect them to trustworthy wealth management options that can help them stay on track to meet their financial goals. It was very important to us, though, that we find a partner who is ready and eager to meet the needs of our members from any walk of life. We wanted to be certain that all members are treated with an extremely high degree of care and respect regardless of the amount they have available to invest for the future.” Millington, TN — Southern Security Federal Credit Union (Southern Security) has partnered with Polaris Financial's Credit Union Wealth Group (CU Wealth) to offer financial planning and investment management services to all of its members. The Southern Security team of dynamic business experts have a mission to help members financially - whether through savings, lending, investing, or wealth management and planning. Wealth management and investments are yet another great addition to the credit union’s personal service and unmatched convenience. The full service wealth program will provide the credit union with a dedicated financial advisor, program management, marketing, compliance, and back office support.
Each member receives a personal advisor who provides financial planning and investment management services: ● A dedicated financial advisor ● Retirement & Life Event Planning ● Managed investment portfolios; no minimum ● Digital client portal & financial planning software ● 401(k) review & advice Dawn Graeter, Chief Executive Officer at Southern Security Federal Credit Union, on the partnership: “We are thrilled to be able to offer financial planning to our already robust service offerings. We are continuously looking at better ways to serve our membership and partnering with CU Wealth Group gives our members a trusted advisor to help plan for their future.” King of Prussia, PA — Reliance Federal Credit Union (Reliance) has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. In its continued commitment to provide members with quality financial products and services, this partnership will provide members with fiduciary investment services and wealth management. The full-service wealth program provided by CU Wealth will include dedicated financial advisors, program management, marketing, compliance, and back office support. Members working with an advisor will see professional, courteous, and confidential services - keeping in line with cooperative values and Reliance’s message that “people are worth more than money”.
All members will have access to a variety of services within financial planning and investment management.
Doug Rumbaugh, President & CEO at Reliance FCU, on the partnership: “We are thrilled to partner with Mr. McDermott and CU Wealth Group and are confident our members will benefit from their expertise in financial planning and investment management.” Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: |
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Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.