|
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.”
0 Comments
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: Washington, DC — Department of Labor Federal Credit Union (DOLFCU) has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. Chartered in 1935, DOLFCU strives to be the foundation of financial success for their members and provide a full range of products and services to meet all of their financial planning needs. The personal and caring team is committed to offering convenience and outstanding service. This partnership with CU Wealth Group (Polaris) adds to the credit union’s offering as the foundation of members’ financial success.
The full service wealth program will provide the credit union with a dedicated financial advisor, program manager, marketing, compliance, and back office support. Each member receives a personal advisor who provides financial planning and investment management services. Members can enjoy access to a variety of services.
Thomas Dominugue, President & CEO at DOLFCU, on the partnership: "This partnership was an important step for us to take to meet the expanding needs of our membership and living up to our mission. We chose to partner with CU Wealth Group because of the approach they take towards personal attention to the individual member, their willingness to work with all members – even those who are just starting out with their long-term planning and may not have the large dollar accounts other advisors pursue, and their focus on fiduciary planning. We are excited about offering this new service to our membership, and the partner we have found in CU Wealth Group.” Evan Kulak, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: |
RSS Feed
|
Contact
(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.