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Wellesley, MA — Polaris Financial’s Credit Union Wealth Group (CU Wealth) has partnered with Autotruck Financial Credit Union (Autotruck FCU) to offer financial planning and investment management services to all of its members.
The full service wealth program from CU Wealth will provide Autotruck FCU with a dedicated financial advisory team, program management, marketing, compliance, and back office support. Each member receives a personal advisor who provides financial planning and investment management services.
Jason Pendleton, Vice President of Lending at Autotruck Financial Credit Union, on the partnership: “As our members plan for their financial future, we want to connect them to trustworthy wealth management options that can help them stay on track to meet their financial goals. It was very important to us, though, that we find a partner who is ready and eager to meet the needs of our members from any walk of life. We wanted to be certain that all members are treated with an extremely high degree of care and respect regardless of the amount they have available to invest for the future.”
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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. 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.
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.