$55 Million KUE Federal Credit Union partners with Credit Union Wealth Group to offer wealth management services
Lexington, KY — KUE 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. KUE FCU is dedicated to providing a full range of quality, convenient services at competitive prices in order to meet the needs of its over 3,000 current and future members. The expansion of services to include wealth management continues this dedication. KUE FCU 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, including: program management, marketing, compliance, technology and back office support.
All members will have access to a variety of services within financial planning and investment management.
● On-demand dedicated financial advisors
● Advisor managed investment portfolios
● Financial planning, investment management, & estate planning services
● Digital onboarding and member portal
Stephanie Gillis, CEO & Manager at KUE Federal Credit Union, on the partnership:
“At KUE Federal Credit Union we are always looking for ways to enrich our relationships with our members. As more members have inquired about investment opportunities, we knew it was important to find a partner that valued and respected our members and their needs as much as we do. We believe we have found that with our new partnership with Credit Union Wealth Group. We are excited to offer this new benefit to our members!”
Michael McDermott, Program Manager at CU Wealth Group (Polaris Financial), on the partnership:
“KUE Federal Credit Union had been looking for a means to put financial advice and investment services in front of their members and our wealth management program essentially provides a turnkey wealth management department. Our team is excited to work with KUE’s membership and will support the credit union’s efforts to meet the needs of every member.”
About KUE Federal Credit Union:
KUE Federal Credit Union is a not-for-profit financial cooperative serving employees or retired employees of KU, LG&E, ODP – PPL Companies, Davis H. Elliot Company, and Groves Electrical Services and their immediate families. KUE’s only goal is to serve the needs of our member/owners with the best financial products and services available. KUE FCU is proud to be a part of the unique credit union philosophy of “people helping people” that unites credit union members worldwide.
Learn more about KUE Federal Credit Union at www.kuefcu.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 and/or Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and KUE 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.