Encompass Niagara Federal Credit Union selects Credit Union Wealth Group to offer wealth management services

Niagara Falls, NY — Encompass Niagara Federal 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. Encompass Niagara FCU proudly provides quality services at the lowest possible price for its members. Striving to provide their members with the lowest rates for loans and best rates for savings, the credit union will now also be able to offer accessible, professional, dedicated financial advisors to work with the membership. The full-service wealth program provided by CU Wealth includes dedicated financial advisors, program management, marketing, compliance, and back office support. Members may work with their advisor at their own convenience towards a variety of financial goals. 

All members will have access to a wide range 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​

Alaina Moeller, Manager at Encompass Niagara Federal Credit Union, on the partnership:
“We care about our members' financial health and well-being. This partnership will make it possible for our members to build a stronger financial portfolio to better their future.”

Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership:
“Our Wealth Management Program has always been a great turn-key solution for credit union’s looking to easily expand their offering to provide more value to the membership. CU Wealth Group is an ideal partner for Encompass Niagara FCU as the credit union offers services in low income communities and wanted to be sure wealth management services would be available to the entire membership. We are excited to begin working with the team and members of Encompass Niagara FCU and will continue to further our effort to make professional financial advice available to all.”
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About Encompass Niagara Federal Credit Union:
At Encompass Niagara Federal Credit Union, we strive to provide the best financial services to our members of all ages. Established in 1934 as an employee credit union and expanded to a community credit union in 2011. 
Learn more about Encompass Niagara Federal Credit Union at www.encompassniagara.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 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 Encompass Niagara 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.