California Bear Credit Union partners with Credit Union Wealth Group (Polaris Financial) to offer wealth management services

Los Angeles, CA — California Bear Credit Union has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. California Bear CU has always been committed to the best interests of their members, working to provide the best quality of financial and credit products and services to meet member needs. With the addition of the wealth management program, California Bear members will now have access to a dedicated financial advisory team who may provide financial advice, planning, and investment management services. The full service program provides support for the credit union as well, including program management, marketing, compliance, technology and back office support. 

Advisory and investment services are a great addition to the credit union’s offering and can help members who seek to earn more on their savings. All members will have access to a variety of services within financial planning and investment management. 
 

• A dedicated financial advisory team
• Retirement & Life Event planning
• Professionally managed investment portfolios 
• 401(k) review & advice
• Digital client portal & financial planning tools
• No minimum balance; no commissions

Michael McDermott, Program Manager at CU Wealth Group (Polaris Financial), on the partnership:
“California Bear was searching for a full service wealth management program to quickly and easily expand member services - CU Wealth delivers just that. Members can invest excess funds to seek capital growth and higher returns than they might see in deposit products while working with a fiduciary advisor. The credit union can also benefit through increased member satisfaction, new member engagement, and better control of capital on the balance sheet. We are excited to be partnered with the Cal Bear team and its membership. ”


Learn more about California Bear Credit Union at www.calbearcu.org

About Credit Union Wealth Group (Polaris Financial):
Credit Union Wealth Group, part of Polaris Financial, is a nationwide Registered Investment Advisor that specializes in providing credit unions and banks with turn-key, fee-only wealth management programs. Polaris’ Credit Union Wealth Group works to service the credit union channel. 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 Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and California Bear 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. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.