POLARIS FINANCIAL
  • Home
  • Banks
  • Credit Unions
  • Contact
  • News

News.

Employees Federal Credit Union (EFCU) Partners with Polaris Portfolios to Provide Digital Wealth Management to Members

6/13/2019

0 Comments

 
Wellesley, MA -- Employees Federal Credit Union (EFCU), a credit union serving the greater Tulsa, Oklahoma community, and Polaris Portfolios, a digital wealth management firm, are excited to announce a partnership to provide professional wealth management to members of EFCU. Through Polaris Portfolios, members of EFCU can open a managed and advised investment account directly from their computer, phone, or any mobile device.

EFCU members who open an investment account will receive:
  • A diversified investment portfolio
  • Professional investment management
  • Access to Polaris Portfolios Financial Advisors
  • Tools to track performance, portfolio analytics, and financial goals
 
John Hughes, President / CEO of Employees Federal Credit Union on the partnership: -- “Another important member service added to make our ‘Member Experience’ the best anywhere!”

Read More
0 Comments

    Archives

    December 2022
    November 2022
    April 2022
    March 2022
    September 2021
    June 2021
    May 2021
    April 2021
    February 2021
    December 2020
    November 2020
    September 2020
    July 2020
    October 2019
    September 2019
    June 2019
    September 2018

    Categories

    All

    RSS Feed

Subscribe to our news & updates:

Credit Union Wealth Group
Banc Wealth Group
​Polaris Portfolios
Legal
​
Terms of Use
Privacy Policy
Form ADV Part 1

​Form ADV Part 2
Form CRS
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. Please read our Full Disclosure for important details. 
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.
  • Home
  • Banks
  • Credit Unions
  • Contact
  • News