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BOWLING GREEN, KY –Service One Credit Union is partnering with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to provide fiduciary financial planning and investment management services to its members.
“We are very excited to give our members access to the full-service wealth program provided by CU Wealth,” said Jonathan Turner, Service One Retail Relationship and Sales Manager. “With its dedicated financial advisory team, retirement and life event planning services, professionally managed investment portfolio, 401k review and advice, and digital client portal and financial planning tools, CU Wealth, will give our members the tools to help them on their financial journey.” Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: “We are grateful to be chosen as the wealth management partner for Service One Credit Union and its members. Our Wealth Management Program is rooted in similar values of accountability, teamwork, integrity, and flexibility which aligns well with the vision, mission, and values at Service One CU. We look forward to joining the team and members to help create lifetime financial relationships and positive impacts on those we serve.”
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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.
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.
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.