CREDIT UNION WEALTH GROUP (POLARIS FINANCIAL) PARTNERS WITH AUTOTRUCK FINANCIAL CREDIT UNION TO OFFER WEALTH MANAGEMENT SERVICES
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.”