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Fayetteville, NC — Bragg Mutual Federal Credit Union has partnered with Credit Union Wealth Group to bring expanded fiduciary wealth‐management services to its membership across Southeastern North Carolina and Northeastern South Carolina. The wealth management program will provide members with comprehensive fiduciary investment services, financial advice, trust & will services, and access to dedicated financial advisors. The full-service program provides support for the credit union, including: program management, marketing, compliance, technology and back-office support. All members are invited to work with their financial advisors at their own convenience. Members who work with the financial advisors will receive:
Steve Foley, CEO/ Manager at Bragg Mutual Federal Credit Union, on the partnership:
“Serving as a Low-Income designated credit union, does not mean our members are not looking for ways to increase their net worth. This partnership helps us to fill a gap in financial resources and retirement planning for the members. Credit Union Wealth Management meets a need from our members, as well as the credit union, by providing additional resources to meet the financial goals of our families.” Michael McDermott, Investment Advisor at CU Wealth Group, on the partnership: “We are thrilled to partner with Bragg Mutual FCU. Their commitment to serving everyday people, local government employees and community‑builders aligns perfectly with our mission of empowering credit‑union members with fiduciary financial advice. Together, we will help members make confident choices for their financial futures.” About Bragg Mutual Federal Credit Union: Bragg Mutual FCU has been serving the needs of the people of Southeastern NC for 74 years. The Credit Union has grown by nearly $80M in the past 7 years by offering One on One banking, with expanded digital services to meet the needs of members in various life stages. To learn more please visit www.braggmutual.org. About Credit Union Wealth Group: Credit Union Wealth Group, part of Polaris Financial, is a Registered Investment Advisor that specializes in providing credit unions and banks with turnkey wealth management programs. To learn more please visit www.cuwgroup.com. Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial LLC, member of FINRA/SIPC. Credit Union Wealth Group and Bragg Mutual Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. These products are subject to investment risk, including the possible loss of principal amount invested. Comments are closed.
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Advisory services offered through Polaris Financial, LLC. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
Polaris Financial has a partnership with banks and credit unions to provide investment advisory services to their customers and members. The banks and credit unions are not investment clients of Polaris Financial but have a revenue sharing relationship that can create a conflict of interest.
Advisory services offered through Polaris Financial, LLC. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
Polaris Financial has a partnership with banks and credit unions to provide investment advisory services to their customers and members. The banks and credit unions are not investment clients of Polaris Financial but have a revenue sharing relationship that can create a conflict of interest.