Golden Plains Credit Union partners with Credit Union Wealth Group to offer wealth management services
Garden City, KS — Golden Plains Credit Union has partnered with Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. The addition of wealth management delivered by professional financial advisors will expand the credit union's already wide array of financial products & services. GPCU members will 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.
Members are invited to speak with the available advisors to discuss their financial goals and make a plan for success. Members using the services can have access to:
Michael McDermott, Manager at CU Wealth Group (Polaris Financial), on the partnership:
“We’re thrilled to be working with the Golden Plains Credit Union team and their members. GPCU is dedicated to providing valuable services to their members and making a positive difference in their lives - the addition of the wealth management program will continue that effort. GPCU members will be invited to receive financial advice and services from professional wealth advisors to help them achieve their financial goals.”
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 Golden Plains 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.