ACT 1st Federal Credit Union partners with Polaris Portfolios to offer wealth management services7/27/2020 LaVale, MD — ACT 1st Federal Credit Union (ACT 1st) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. ACT 1st members may choose a credit union guided experience working with their in-house Wealth Management Warrior, Colleen Stewart, a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a dedicated advisor who provides investment portfolios and financial planning services -- all through a robust digital experience.
ACT 1st members who work with Polaris’ advisory team receive access to a variety of services. ● A dedicated financial advisor ● Professionally managed, goal-oriented diversified portfolios ● Digital client portal with financial planning & portfolio analytic tools ● 401(k) review and advice ● No minimum balance and one affordable fee ● Retirement and HSA plans for business clients Christie Clark, CEO/President at ACT 1st FCU, on the partnership: “We are very excited about the partnership between ACT 1st Federal Credit Union and Polaris Portfolios. The credit union industry as a whole invests in communities, supports the financial wellness of ALL members, and makes a difference through financial education programs as a commitment to “People Helping People”. This partnership supports the financial wellness movement by allowing ACT 1st Federal Credit Union to offer Wealth Management Services above and beyond Share Certificates and Individual Retirement Accounts (IRAs) to all members and potential members. Polaris Portfolios values and respects the concept of “Not for Profit, but For People”."
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Milford, CT — GE Credit Union (GECU) has partnered with Polaris Portfolios to offer financial planning and investment management services to all of its members. Through Polaris, GECU members may choose a self-guided experience or engage directly with their Polaris advisor at their convenience. Each member receives a dedicated advisor who provides investment portfolios and financial planning services – all through a robust digital experience.
GECU members who work with Polaris’ advisory team receive access to a variety of services, including: ● A dedicated financial advisor ● Professionally-managed, goal-oriented, and diversified portfolios ● A digital client portal with financial planning & portfolio analytic tools ● 401(k) review and advice ● No minimum balance and one affordable fee ● Retirement and HSA plans for business clients Lou Papageorge Vice President at GE Credit Union, on the partnership: “GE Credit Union has over 26,000 members. We want to serve our members in every way possible. By partnering with Polaris Portfolio to expand our product line, we are proud to make this service available to our members.” |
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