$125M Clinchfield Federal Credit Union partners with Credit Union Wealth Group (Polaris Financial) to offer wealth management services

​Erwin, TN — Clinchfield Federal Credit Union has partnered with Credit Union Wealth Group to offer fiduciary financial planning and investment management services to its members. Clinchfield FCU aims to provide quality financial services to help members achieve their financial goals while operating in the cooperative spirit. This partnership continues the credit union’s mission to provide quality service to members while maintaining sound, profitable, and stable growth within the credit union community. The wealth management program will provide members with fiduciary investment 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 the financial advisors at their own convenience. 

Members who work with the financial advisors will have access to a variety of services.

• On-demand, dedicated financial advisors
• Managed investment portfolios
• Financial planning and investment management
• Digital onboarding and member portal
• Retirement & life event planning
• Retirement plans for business clients

“We are excited to offer another financial product for our members,” said Amy Banks, CEO at Clinchfield Federal Credit Union, on the partnership. “We are continually looking for ways to serve our entire community and offer services for everyone’s personal financial situation.”

Michael McDermott, Financial Advisor at CU Wealth Group, on the partnership:
“The team at Clinchfield FCU is committed to continually find ways to take care of their members and providing investment services through financial advisors is a great addition. The credit union can gain greater insight into member needs and financial goals through advisor conversations regarding wealth management, leading to increased member satisfaction. Members can invest towards their financial goals and get their questions directly answered by their dedicated financial advisor.”

Check out the local announcement in The Erwin Record
Learn more about Clinchfield Federal Credit Union at www.clinchfieldcu.com

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 Altruist Financial LLC, member of FINRA/SIPC. Credit Union Wealth Group and Clinchfield 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. 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.