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Owings Mills, MD — Polaris Financial’s Credit Union Wealth Group (CU Wealth) has partnered with First Eagle Federal Credit Union (First Eagle FCU) to offer financial planning and fiduciary investment management services to all of its members.
Through this wealth program, the credit union is able to quickly and easily expand its member services to include wealth management from a dedicated advisory team. This is consistent with the established low-cost and high-value financial services already being offered. The CU Wealth team recognizes their role working closely with the First Eagle team and respects the trust which members place in their credit union. CU Wealth advisors will encourage financial responsibility through competitive financial services for all members and work with members towards a better financial life. The full service wealth program from CU Wealth will provide First Eagle FCU with a dedicated financial advisory team, program management, marketing, compliance, and back office support. First Eagle members may choose a self-guided experience, or engage directly with their CUWG advisor at their convenience. No matter what experience chosen, each member receives a personal advisor who provides investment portfolios and financial planning services.
Art Brock, Vice President & Chief Financial Officer at First Eagle Financial Credit Union, on the partnership: “We’re excited to offer professional wealth management services to our membership. We believe these services are very important and necessary to truly fulfill our goal of Making Our Members’ Lives Better no matter what stage of life they’re in”.
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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.