$375 Million MembersFirst Credit Union partners with Credit Union Wealth Group to offer wealth management services
Decatur, GA — MembersFirst Credit Union has partnered with Credit Union Wealth Group (part of Polaris Financial) to offer fiduciary financial planning and investment management services to its members. MembersFirst serves over 30,000 members with more than $375 million in assets throughout the greater Atlanta area. MembersFirst continues their unwavering commitment to members by now providing access to a dedicated financial advisory team who can provide financial advice, investment management, and estate planning services. The turnkey program is full service, providing support for the credit union as well, including program management, marketing, compliance, technology and back office support.
The Credit Union Wealth Management program aligns well with the MembersFirst service pillars of exceeding member expectations, integrity without exception, and teamwork to achieve optimum results. Members are invited to speak with the available advisors to discuss their financial goals and make a plan for success. Members using the services have access to:
Ayoka Stewart, Vice President of Marketing at MembersFirst Credit Union, on the partnership:
“Expanding our credit union offerings with value-added products and services is important to us at MembersFirst. We searched for a long time to find the right Wealth Management and Financial Planning partner for our credit union. Credit Union Wealth Group will meet the unique financial planning needs of our members as they progress through various life stages and fit well with our business model. This partnership will complement our existing Financial Wellness program and allow us to remain competitive as the requirements of our growing and diverse membership continue to evolve.”
Michael McDermott, Manager at CU Wealth Group (Polaris Financial), on the partnership:
“Credit Union Wealth Group team is excited about this partnership with MembersFirst Credit Union and their members. The MembersFirst team is committed to providing the best financial care to those who choose to bank with them. This makes the decision to expand their offering to include wealth management services for members an obvious choice and our team is grateful for the opportunity to work together.”
About MembersFirst Credit Union:
Chartered in 1953, MembersFirst Credit Union is the proud partner of some of the best healthcare facilities in the state of Georgia as well as outstanding school systems in the counties we serve. Over the years we’ve expanded our field of membership to include the residents and individuals who work in the counties surrounding our branches and partner facilities. Our commitment to providing the best financial care to those who choose to bank with us is our priority. Learn more about MembersFirst Credit Union.
Learn more about MembersFirst Credit Union at www.membersfirstga.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 Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and MembersFirst 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.