Mt. Zion Federal Credit Union partners with Credit Union Wealth Group to offer wealth management services

Indianapolis, IN — Mt. Zion Federal has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. Mt. Zion FCU provides personalized services to its members who appreciate the close knit community. Mt. Zion 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

LeWana Britt, CEO & Manager at Mt. Zion Federal Credit Union, on the partnership:
“The mission of the Mount Zion Indianapolis Federal Credit Union is to promote savings amongst our members.  We want to provide an array of financial products to meet all of their financial needs both now and for generations to come. We are excited about what Credit Union Wealth Group will bring for both the short term and long term financial planning of our members.”

Michael McDermott, Program Manager at CU Wealth Group (Polaris Financial), on the partnership:
“The wealth management program is a turnkey method to expand the services at Mt. Zion Federal Credit Union. With no cost to the credit union, we’ve removed any barrier to entry for the credit union to connect members with financial advice and investment services. Our team is excited to work with Mt. Zion’s membership and the staff.”


About Mt. Zion Federal Credit Union:
Mount Zion Indianapolis Federal Credit Union was chartered in 1963.  We have been serving the needs of the Mount Zion Congregation and immediate family members, the Families of the Mount Zion Daycare Academy, those who reside and work in our Mount Zion Apartments.  We also serve the members and immediate family members at both Hovey Street Church of Christ and Triangle Associates. 
Learn more about Mt. Zion Federal Credit Union at www.mzbchurch.org/credit-union


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 Mt. Zion 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.