Valley Oak Credit Union partners with Credit Union Wealth Group (Polaris Financial) to offer wealth management services
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.”