First Education Credit Union partners with Polaris Financial to offer wealth management services2/23/2021
Cheyenne, WY— First Education Federal Credit Union (First Ed) has partnered with Polaris Financial’s Credit Union Wealth Group (Polaris) to offer financial planning and investment management services to all of its members. First Ed is dedicated to the service and support of its members Its mission is to help educate and encourage smart, well-informed choices about finances and the financial future of its members. The addition of fiduciary investment advice to the credit union’s offering will contribute to members’ financial education and success. This full service wealth program will provide the credit union with a dedicated financial advisor, program manager, marketing, compliance, and back office support - helping the credit union stay competitive with larger financial institutions.
First Ed members may choose a self-guided experience, or engage directly with their advisor at their convenience. Each member receives a personal advisor who provides financial planning and investment management services. First Education Federal Credit Union members who work with Polaris’ dedicated advisor team enjoy access to a variety of services. ● A dedicated financial advisor ● Life event planning ● Managed portfolios ● Digital client portal & financial planning software ● 401(k) review & advice ● Retirement & HSA plans for business clients ● No minimum balance and one affordable fee James Yates, President at First Education Credit Union, on the partnership: “We have been searching for a way to provide a wider range of investment opportunities to our members for a while. We believe Polaris Financial’s Credit Union Wealth Group is the best match for both the credit union and our members. Polaris offers the education and expertise our members need with both personal consultation and online services.” Evan Kulak, Principal and Wealth Advisor at Polaris Financial, on the partnership: “We are excited to be able to deliver financial advice and investment management services to First Ed CU members. First Education Credit Union is committed to educating and encouraging its members to make smart, well-informed choices about their current and future finances. By offering wealth management services to its members, First Ed continues to help its members plan and invest for their financial future. Our advisors & team are very much looking forward to the partnership with the First Ed team and supporting its members.” |
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(888) 212-9940 support@partnerpf.com |
Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.
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.
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.