ACT 1st Federal Credit Union partners with Polaris Portfolios to offer wealth management services
LaVale, MD — ACT 1st Federal Credit Union (ACT 1st) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. ACT 1st members may choose a credit union guided experience working with their in-house Wealth Management Warrior, Colleen Stewart, a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a dedicated advisor who provides investment portfolios and financial planning services -- all through a robust digital experience.
ACT 1st members who work with Polaris’ advisory team receive access to a variety of services.
● A dedicated financial advisor
● Professionally managed, goal-oriented diversified portfolios
● Digital client portal with financial planning & portfolio analytic tools
● 401(k) review and advice
● No minimum balance and one affordable fee
● Retirement and HSA plans for business clients
Christie Clark, CEO/President at ACT 1st FCU, on the partnership:
“We are very excited about the partnership between ACT 1st Federal Credit Union and Polaris Portfolios. The credit union industry as a whole invests in communities, supports the financial wellness of ALL members, and makes a difference through financial education programs as a commitment to “People Helping People”. This partnership supports the financial wellness movement by allowing ACT 1st Federal Credit Union to offer Wealth Management Services above and beyond Share Certificates and Individual Retirement Accounts (IRAs) to all members and potential members. Polaris Portfolios values and respects the concept of “Not for Profit, but For People”."
Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership:
“We are thrilled to partner with ACT 1st Federal Credit Union. ACT 1st is a truly member first cooperative. We welcome the opportunity to add fiduciary wealth management services to their member offerings and help fulfill their mission statement.”
About ACT 1st Federal Credit Union:
ACT 1st Federal Credit Union offers full-service banking and an informational website to inform members of the wide variety of products and services offered. Established by early volunteers and now managed by Christie Clark, the credit union continues to promote the trust that began over a half century ago. The cohesiveness of the members who support the organization, the volunteers who serve on the board and committees, and the staff who so diligently perform their duties while maintaining an open and friendly relationship, are responsible for its successes.
About Polaris Portfolios:
Polaris Portfolios is a Registered Investment Advisor that specializes in providing credit unions and community banks with turn-key, fee-only wealth management partnership programs. To learn more please visit www.polarisportfolios.com.
Investment products and services are offered independently through Polaris Portfolios, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Portfolios and ACT 1st Federal Credit Union are not affiliated. Products and services made available through Polaris Portfolios 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 Polaris Portfolios are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
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