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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.
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 Three Rivers, CA — Valley Oak 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. In its continued commitment to service, integrity and financial stability for its members, this partnership will provide members with fiduciary investment services and wealth management. The full-service wealth program provided by CU Wealth will include dedicated financial advisors, program management, marketing, compliance, and back office support. Members may choose a self-guided experience, or engage directly with their wealth advisor at their convenience. This partnership expands on the many services being offered to the Valley Oak Credit Union members.
All members will have access to a variety of services within financial planning and investment management.
Alan Cortum, CEO at Valley Oak Credit Union, on the partnership: “Valley Oak Credit Union is always looking for ways to help its members. Our commitment to our members is the reason we exist and when we were not able to provide fiduciary financial planning and investment management services ourselves we searched for a partner who displays our commitment. After researching partner options we selected Polaris Financial’s Credit Union Wealth Group (CU Wealth) because their commitment level rivals our own. We are excited to be able to offer this type of service through a trusted partner.” 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”. Wellesley, MA — Polaris Financial’s Credit Union Wealth Group (CU Wealth) has partnered with Autotruck Financial Credit Union (Autotruck FCU) to offer financial planning and investment management services to all of its members.
The full service wealth program from CU Wealth will provide Autotruck FCU with a dedicated financial advisory team, program management, marketing, compliance, and back office support. Each member receives a personal advisor who provides financial planning and investment management services.
Jason Pendleton, Vice President of Lending at Autotruck Financial Credit Union, on the partnership: “As our members plan for their financial future, we want to connect them to trustworthy wealth management options that can help them stay on track to meet their financial goals. It was very important to us, though, that we find a partner who is ready and eager to meet the needs of our members from any walk of life. We wanted to be certain that all members are treated with an extremely high degree of care and respect regardless of the amount they have available to invest for the future.” Millington, TN — Southern Security Federal Credit Union (Southern Security) has partnered with Polaris Financial's Credit Union Wealth Group (CU Wealth) to offer financial planning and investment management services to all of its members. The Southern Security team of dynamic business experts have a mission to help members financially - whether through savings, lending, investing, or wealth management and planning. Wealth management and investments are yet another great addition to the credit union’s personal service and unmatched convenience. The full service wealth program will provide the credit union with a dedicated financial advisor, program management, marketing, compliance, and back office support.
Each member receives a personal advisor who provides financial planning and investment management services: ● A dedicated financial advisor ● Retirement & Life Event Planning ● Managed investment portfolios; no minimum ● Digital client portal & financial planning software ● 401(k) review & advice Dawn Graeter, Chief Executive Officer at Southern Security Federal Credit Union, on the partnership: “We are thrilled to be able to offer financial planning to our already robust service offerings. We are continuously looking at better ways to serve our membership and partnering with CU Wealth Group gives our members a trusted advisor to help plan for their future.” King of Prussia, PA — Reliance Federal Credit Union (Reliance) has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. In its continued commitment to provide members with quality financial products and services, this partnership will provide members with fiduciary investment services and wealth management. The full-service wealth program provided by CU Wealth will include dedicated financial advisors, program management, marketing, compliance, and back office support. Members working with an advisor will see professional, courteous, and confidential services - keeping in line with cooperative values and Reliance’s message that “people are worth more than money”.
All members will have access to a variety of services within financial planning and investment management.
Doug Rumbaugh, President & CEO at Reliance FCU, on the partnership: “We are thrilled to partner with Mr. McDermott and CU Wealth Group and are confident our members will benefit from their expertise in financial planning and investment management.” Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: Washington, DC — Department of Labor Federal Credit Union (DOLFCU) has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. Chartered in 1935, DOLFCU strives to be the foundation of financial success for their members and provide a full range of products and services to meet all of their financial planning needs. The personal and caring team is committed to offering convenience and outstanding service. This partnership with CU Wealth Group (Polaris) adds to the credit union’s offering as the foundation of members’ financial success.
The full service wealth program will provide the credit union with a dedicated financial advisor, program manager, marketing, compliance, and back office support. Each member receives a personal advisor who provides financial planning and investment management services. Members can enjoy access to a variety of services.
Thomas Dominugue, President & CEO at DOLFCU, on the partnership: "This partnership was an important step for us to take to meet the expanding needs of our membership and living up to our mission. We chose to partner with CU Wealth Group because of the approach they take towards personal attention to the individual member, their willingness to work with all members – even those who are just starting out with their long-term planning and may not have the large dollar accounts other advisors pursue, and their focus on fiduciary planning. We are excited about offering this new service to our membership, and the partner we have found in CU Wealth Group.” Evan Kulak, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: Cheyenne, WY — WyHy Federal Credit Union (WyHy) has partnered with Polaris Financial's Credit Union Wealth Group (CU Wealth) to offer financial planning and investment management services to all of its members. WyHy credit union is committed to building valued relationships by delivering personalized financial options for its members. Continuing its ongoing “We’re with you” mission, WyHy works to support members no matter what stage of life they are in; guiding members along the road to healthy financial wellbeing. This partnership brings fiduciary investment advice to the credit union’s offering and will contribute to members’ financial education and success. This full service wealth program will provide the credit union with dedicated financial advisors, program management, marketing, compliance, and back office support.
WyHy members receive a personal advisor who provides financial planning and investment management services. Members can enjoy access to a variety of services. A dedicated financial advisor & robo-advisor
First Education Credit Union partners with Polaris Financial to offer wealth management services2/23/2021 Cheyenne, WY— First Education Federal Credit Union (First Ed) has partnered with Polaris Financial’s Credit Union Wealth Group (Polaris) to offer financial planning and investment management services to all of its members. First Ed is dedicated to the service and support of its members Its mission is to help educate and encourage smart, well-informed choices about finances and the financial future of its members. The addition of fiduciary investment advice to the credit union’s offering will contribute to members’ financial education and success. This full service wealth program will provide the credit union with a dedicated financial advisor, program manager, marketing, compliance, and back office support - helping the credit union stay competitive with larger financial institutions.
First Ed members may choose a self-guided experience, or engage directly with their advisor at their convenience. Each member receives a personal advisor who provides financial planning and investment management services. First Education Federal Credit Union members who work with Polaris’ dedicated advisor team enjoy access to a variety of services. ● A dedicated financial advisor ● Life event planning ● Managed portfolios ● Digital client portal & financial planning software ● 401(k) review & advice ● Retirement & HSA plans for business clients ● No minimum balance and one affordable fee James Yates, President at First Education Credit Union, on the partnership: “We have been searching for a way to provide a wider range of investment opportunities to our members for a while. We believe Polaris Financial’s Credit Union Wealth Group is the best match for both the credit union and our members. Polaris offers the education and expertise our members need with both personal consultation and online services.” Evan Kulak, Principal and Wealth Advisor at Polaris Financial, on the partnership: “We are excited to be able to deliver financial advice and investment management services to First Ed CU members. First Education Credit Union is committed to educating and encouraging its members to make smart, well-informed choices about their current and future finances. By offering wealth management services to its members, First Ed continues to help its members plan and invest for their financial future. Our advisors & team are very much looking forward to the partnership with the First Ed team and supporting its members.” Riverview Credit Union partners with Polaris Portfolio to offer wealth management services12/22/2020 Belpre, OH — Riverview Federal Credit Union (Riverview) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. Riverview has remained dedicated to service and support of its local communities and members for over 50 years. In line with the credit union’s mission, this partnership with Polaris helps Riverview members achieve financial success with first class member support and fiduciary investment advice. Riverview members may choose a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a personal advisor who provides investment portfolios and financial planning service.
Riverview Credit Union members who work with Polaris’ dedicated advisor team enjoy access to a variety of services. ● A dedicated financial advisor ● Professionally-managed, goal-oriented diversified portfolios ● Digital client portal; Financial planning & portfolio analytic tools ● 401(k) review & advice ● No minimum balance and one affordable fee ● Retirement & HSA plans for business clients Doug Ankrom, President & CEO at Riverview Credit Union, on the partnership: “As a community-minded, member-owned financial institution, we are committed to meeting the financial needs of our members by offering competitive products and services that help them save money and live better. We are excited to partner with Polaris Portfolios and expand the services we make available to Riverview members to include financial planning and investment management services. These services help us achieve our mission of empowering our members to achieve financial success.” Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership: “Riverview is highly committed to serving the needs of their members. By offering wealth management services to its members, Riverview continues to be the financial partner of choice for its members. We are excited to be able to provide financial advice and investment management services to Riverview members. Our advisors are very much looking forward to partnering with the Riverview team and working to support its members." |
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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.