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Pocatello, ID — Lookout Credit Union has partnered with Credit Union Wealth Group to offer fiduciary financial planning and investment management services to its members. Lookout Credit Union makes every effort to help members thrive and flourish. Incorporating wealth management services aligns with this effort to guide members on their financial journeys. The wealth management program will provide members with comprehensive 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 their financial advisors at their own convenience. Members who work with the financial advisors will receive:
Blake Roemer, Chief Lending Officer at Lookout Credit Union, on the partnership: “After reviewing multiple options for wealth management services for our credit union members, we were excited to partner with CU Wealth Group. Their professionalism, expertise, and user-friendly portal has been a great way to offer custom wealth management products to our members and promote their financial health and well-being.” Michael McDermott, Financial Advisor at CU Wealth Group, on the partnership:
“We are excited to partner with Lookout Credit Union. The credit union works to improve the financial lives of its members through personalized service, convenience, and value-added products and services. Our wealth management program fits perfectly into this mission by connecting members with financial advisors who can help them work towards their financial goals. We look forward to working with the Lookout team and getting to know its members.” About Lookout Credit Union: Lookout Credit Union is a full-service financial institution, serving the financial needs of Idaho educators, first responders, fire fighters, police and healthcare communities, since 1952. Lookout Credit Union is passionate about making a difference in the communities they serve by empowering their members with financial knowledge and supporting the growth and prosperity within Idaho. From donations and sponsorships, to hands-on volunteer work through the Ranger Program, Lookout Credit Union is committed to making a difference by fostering mindful action and compassion. Presently Lookout Credit Union consists of over 27,000 members and manages assets in excess of $300 million. For more information about Lookout Credit Union, please contact 208.235.7100 or visit the website at www.lookoutcu.com. About Credit Union Wealth Group Credit Union Wealth Group, part of Polaris Financial, is a Registered Investment Advisor that specializes in providing credit unions and banks with turnkey wealth management programs. 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 Lookout 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. These products are subject to investment risk, including the possible loss of principal amount invested. Comments are closed.
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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.