|
Milford, CT — GE Credit Union (GECU) has partnered with Polaris Portfolios to offer financial planning and investment management services to all of its members. Through Polaris, GECU members may choose a self-guided experience or engage directly with their Polaris advisor at their convenience. Each member receives a dedicated advisor who provides investment portfolios and financial planning services – all through a robust digital experience. GECU members who work with Polaris’ advisory team receive access to a variety of services, including: ● A dedicated financial advisor ● Professionally-managed, goal-oriented, and diversified portfolios ● A digital client portal with financial planning & portfolio analytic tools ● 401(k) review and advice ● No minimum balance and one affordable fee ● Retirement and HSA plans for business clients Lou Papageorge Vice President at GE Credit Union, on the partnership: “GE Credit Union has over 26,000 members. We want to serve our members in every way possible. By partnering with Polaris Portfolio to expand our product line, we are proud to make this service available to our members.” Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership: “GE Credit Union is focused on providing its members with a full suite of services. Our team is excited to partner with GE and their members to deliver fiduciary advice and goal-oriented investment management.”
About GE Credit Union: GE Credit Union was established over 80 years ago. Over the years, there have been many changes. But the original intent behind the mission has remained the same. To provide a safe, reliable place for you to keep your hard earned money, that offers you the most benefits possible, and provides stellar member-focused service – all to help you achieve your financial dreams. To join or simply learn more, visit www.mygecreditunion.com. About Polaris Portfolios: Polaris Portfolios is a Registered Investment Advisor that specializes in providing credit unions and community banks with turn-key, fee-only wealth management partnership programs. To learn more please visit www.polarisportfolios.com. © 2020 Polaris Portfolios, LLC. Polaris Portfolios is an SEC registered investment advisor. 38 Maurice Road Wellesley, MA 02482. All rights reserved. Brokerage services provided to clients of Polaris Portfolios, LLC by Marsco Investment Corporation which serves as a fully disclosed introducing broker to Interactive Brokers Group a registered broker-dealer and member 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: Not FDIC Insured - No Bank Guarantee - May Lose Value. Polaris Portfolios and GE Credit Union are not affiliated. Products and services made available through Polaris Portfolios 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 Polaris Portfolios are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested Comments are closed.
|
Categories |
RSS Feed
© 2024 Polaris Financial, LLC.
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.