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Wellesley, MA — Polaris Financial’s Credit Union Wealth Group (CU Wealth) has partnered with Autotruck Financial Credit Union (Autotruck FCU) to offer financial planning and investment management services to all of its members.
The full service wealth program from CU Wealth will provide Autotruck FCU with a dedicated financial advisory team, program management, marketing, compliance, and back office support. Each member receives a personal advisor who provides financial planning and investment management services.
Jason Pendleton, Vice President of Lending at Autotruck Financial Credit Union, on the partnership: “As our members plan for their financial future, we want to connect them to trustworthy wealth management options that can help them stay on track to meet their financial goals. It was very important to us, though, that we find a partner who is ready and eager to meet the needs of our members from any walk of life. We wanted to be certain that all members are treated with an extremely high degree of care and respect regardless of the amount they have available to invest for the future.”
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Millington, TN — Southern Security Federal Credit Union (Southern Security) has partnered with Polaris Financial's Credit Union Wealth Group (CU Wealth) to offer financial planning and investment management services to all of its members. The Southern Security team of dynamic business experts have a mission to help members financially - whether through savings, lending, investing, or wealth management and planning. Wealth management and investments are yet another great addition to the credit union’s personal service and unmatched convenience. The full service wealth program will provide the credit union with a dedicated financial advisor, program management, marketing, compliance, and back office support.
Each member receives a personal advisor who provides financial planning and investment management services: ● A dedicated financial advisor ● Retirement & Life Event Planning ● Managed investment portfolios; no minimum ● Digital client portal & financial planning software ● 401(k) review & advice Dawn Graeter, Chief Executive Officer at Southern Security Federal Credit Union, on the partnership: “We are thrilled to be able to offer financial planning to our already robust service offerings. We are continuously looking at better ways to serve our membership and partnering with CU Wealth Group gives our members a trusted advisor to help plan for their future.” King of Prussia, PA — Reliance Federal Credit Union (Reliance) has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. In its continued commitment to provide members with quality financial products and services, this partnership will provide members with fiduciary investment services and wealth management. The full-service wealth program provided by CU Wealth will include dedicated financial advisors, program management, marketing, compliance, and back office support. Members working with an advisor will see professional, courteous, and confidential services - keeping in line with cooperative values and Reliance’s message that “people are worth more than money”.
All members will have access to a variety of services within financial planning and investment management.
Doug Rumbaugh, President & CEO at Reliance FCU, on the partnership: “We are thrilled to partner with Mr. McDermott and CU Wealth Group and are confident our members will benefit from their expertise in financial planning and investment management.” Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: Washington, DC — Department of Labor Federal Credit Union (DOLFCU) has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. Chartered in 1935, DOLFCU strives to be the foundation of financial success for their members and provide a full range of products and services to meet all of their financial planning needs. The personal and caring team is committed to offering convenience and outstanding service. This partnership with CU Wealth Group (Polaris) adds to the credit union’s offering as the foundation of members’ financial success.
The full service wealth program will provide the credit union with a dedicated financial advisor, program manager, marketing, compliance, and back office support. Each member receives a personal advisor who provides financial planning and investment management services. Members can enjoy access to a variety of services.
Thomas Dominugue, President & CEO at DOLFCU, on the partnership: "This partnership was an important step for us to take to meet the expanding needs of our membership and living up to our mission. We chose to partner with CU Wealth Group because of the approach they take towards personal attention to the individual member, their willingness to work with all members – even those who are just starting out with their long-term planning and may not have the large dollar accounts other advisors pursue, and their focus on fiduciary planning. We are excited about offering this new service to our membership, and the partner we have found in CU Wealth Group.” Evan Kulak, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: Cheyenne, WY — WyHy Federal Credit Union (WyHy) has partnered with Polaris Financial's Credit Union Wealth Group (CU Wealth) to offer financial planning and investment management services to all of its members. WyHy credit union is committed to building valued relationships by delivering personalized financial options for its members. Continuing its ongoing “We’re with you” mission, WyHy works to support members no matter what stage of life they are in; guiding members along the road to healthy financial wellbeing. This partnership brings fiduciary investment advice to the credit union’s offering and will contribute to members’ financial education and success. This full service wealth program will provide the credit union with dedicated financial advisors, program management, marketing, compliance, and back office support.
WyHy members receive a personal advisor who provides financial planning and investment management services. Members can enjoy access to a variety of services. A dedicated financial advisor & robo-advisor
First Education Credit Union partners with Polaris Financial to offer wealth management services2/23/2021 Cheyenne, WY— First Education Federal Credit Union (First Ed) has partnered with Polaris Financial’s Credit Union Wealth Group (Polaris) to offer financial planning and investment management services to all of its members. First Ed is dedicated to the service and support of its members Its mission is to help educate and encourage smart, well-informed choices about finances and the financial future of its members. The addition of fiduciary investment advice to the credit union’s offering will contribute to members’ financial education and success. This full service wealth program will provide the credit union with a dedicated financial advisor, program manager, marketing, compliance, and back office support - helping the credit union stay competitive with larger financial institutions.
First Ed members may choose a self-guided experience, or engage directly with their advisor at their convenience. Each member receives a personal advisor who provides financial planning and investment management services. First Education Federal Credit Union members who work with Polaris’ dedicated advisor team enjoy access to a variety of services. ● A dedicated financial advisor ● Life event planning ● Managed portfolios ● Digital client portal & financial planning software ● 401(k) review & advice ● Retirement & HSA plans for business clients ● No minimum balance and one affordable fee James Yates, President at First Education Credit Union, on the partnership: “We have been searching for a way to provide a wider range of investment opportunities to our members for a while. We believe Polaris Financial’s Credit Union Wealth Group is the best match for both the credit union and our members. Polaris offers the education and expertise our members need with both personal consultation and online services.” Evan Kulak, Principal and Wealth Advisor at Polaris Financial, on the partnership: “We are excited to be able to deliver financial advice and investment management services to First Ed CU members. First Education Credit Union is committed to educating and encouraging its members to make smart, well-informed choices about their current and future finances. By offering wealth management services to its members, First Ed continues to help its members plan and invest for their financial future. Our advisors & team are very much looking forward to the partnership with the First Ed team and supporting its members.” Riverview Credit Union partners with Polaris Portfolio to offer wealth management services12/22/2020 Belpre, OH — Riverview Federal Credit Union (Riverview) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. Riverview has remained dedicated to service and support of its local communities and members for over 50 years. In line with the credit union’s mission, this partnership with Polaris helps Riverview members achieve financial success with first class member support and fiduciary investment advice. Riverview members may choose a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a personal advisor who provides investment portfolios and financial planning service.
Riverview Credit Union members who work with Polaris’ dedicated advisor team enjoy access to a variety of services. ● A dedicated financial advisor ● Professionally-managed, goal-oriented diversified portfolios ● Digital client portal; Financial planning & portfolio analytic tools ● 401(k) review & advice ● No minimum balance and one affordable fee ● Retirement & HSA plans for business clients Doug Ankrom, President & CEO at Riverview Credit Union, on the partnership: “As a community-minded, member-owned financial institution, we are committed to meeting the financial needs of our members by offering competitive products and services that help them save money and live better. We are excited to partner with Polaris Portfolios and expand the services we make available to Riverview members to include financial planning and investment management services. These services help us achieve our mission of empowering our members to achieve financial success.” Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership: “Riverview is highly committed to serving the needs of their members. By offering wealth management services to its members, Riverview continues to be the financial partner of choice for its members. We are excited to be able to provide financial advice and investment management services to Riverview members. Our advisors are very much looking forward to partnering with the Riverview team and working to support its members." Antioch, CA — Dow Credit Union has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. Dow Credit Union members may choose a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a personal advisor who provides investment portfolios and financial planning services -- all through a robust digital experience. Members enjoy accessible advice, service, and support while creating a strong financial plan for themselves and their loved ones.
Dow Credit Union members who work with Polaris’ dedicated advisor team receive access to a variety of services.
Paul Kramer, CEO at Dow Credit Union, on the partnership: “Our goal is to serve all of our members well, including those of modest means. This partnership will help empower our members to achieve their financial goals. We are excited to partner with Polaris Portfolios and to share their expert advice and strategies with our communities.” Cheyenne, WY — Meridian Trust Federal Credit Union (Meridian Trust) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. Meridian Trust members may choose either a self-guided experience or engage directly with their Polaris advisor at their convenience. Meridian Trust will be able to provide each member with a dedicated advisor for investment portfolios and financial planning services - all through a robust digital experience.
Meridian Trust members who work with Polaris’ advisory team will have access to a variety of services, including:
“Our partnership with Polaris Portfolios is going to provide our 30,000 members with a world-class digital wealth advisor experience with the personal touch of a dedicated financial advisor. Meridian Trust’s strategy is to continue to improve our digital and technology offerings to our members and this is another great step in that direction,” said Bryan Thomas, Executive Vice President of Meridian Trust. Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership: “We are thrilled to partner with the team at Meridian Trust to help their members plan and invest for their future. Meridian Trust is a member-focused credit union and we are pleased to have the opportunity to provide investment advice to members of all backgrounds.” ACT 1st Federal Credit Union partners with Polaris Portfolios to offer wealth management services7/27/2020 LaVale, MD — ACT 1st Federal Credit Union (ACT 1st) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. ACT 1st members may choose a credit union guided experience working with their in-house Wealth Management Warrior, Colleen Stewart, a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a dedicated advisor who provides investment portfolios and financial planning services -- all through a robust digital experience.
ACT 1st members who work with Polaris’ advisory team receive access to a variety of services. ● A dedicated financial advisor ● Professionally managed, goal-oriented diversified portfolios ● Digital client portal with financial planning & portfolio analytic tools ● 401(k) review and advice ● No minimum balance and one affordable fee ● Retirement and HSA plans for business clients Christie Clark, CEO/President at ACT 1st FCU, on the partnership: “We are very excited about the partnership between ACT 1st Federal Credit Union and Polaris Portfolios. The credit union industry as a whole invests in communities, supports the financial wellness of ALL members, and makes a difference through financial education programs as a commitment to “People Helping People”. This partnership supports the financial wellness movement by allowing ACT 1st Federal Credit Union to offer Wealth Management Services above and beyond Share Certificates and Individual Retirement Accounts (IRAs) to all members and potential members. Polaris Portfolios values and respects the concept of “Not for Profit, but For People”." |
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The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.