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”." Milford, CT — GE Credit Union (GECU) has partnered with Polaris Portfolios to offer financial planning and investment management services to all of its members. Through Polaris, GECU members may choose a self-guided experience or engage directly with their Polaris advisor at their convenience. Each member receives a dedicated advisor who provides investment portfolios and financial planning services – all through a robust digital experience.
GECU members who work with Polaris’ advisory team receive access to a variety of services, including: ● A dedicated financial advisor ● Professionally-managed, goal-oriented, and diversified portfolios ● A 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 Lou Papageorge Vice President at GE Credit Union, on the partnership: “GE Credit Union has over 26,000 members. We want to serve our members in every way possible. By partnering with Polaris Portfolio to expand our product line, we are proud to make this service available to our members.” Wellesley, MA — Cherokee Strip Credit Union (CSCU) has partnered with Polaris Portfolios (Polaris) to provide its members with access to professional financial planning and investment advisory services for most every type of investor. Polaris is a Registered Investment Adviser (RIA) that specializes in providing credit unions with turn-key wealth management programs, featuring a transparent fee structure centered around a robust web portal.
Through this new partnership with Polaris, CSCU members will be able to open an investment account and access their financial advisor directly from a computer, phone, or mobile device. CSCU members who take advantage of Polaris can enjoy:
Johnny O’Hare, CEO of Cherokee Strip stated: “Building internal expertise in professional wealth management was just not feasible for us. Still, we wanted to deliver a comprehensive suite of banking, insurance, and investment solutions that are easily accessible and affordable for most every member, no matter where they are in their financial lifecycle. This Polaris partnership, along with the opening of our wholly-owned Cherokee Strip Insurance Agency, completes our vision and allows us to truly deliver on a great member experience” Wellesley, MA - Digital Align has created Align Money, the world’s first banking as a benefit platform for employees offered by employers; Polaris Portfolios, a digital wealth management firm, is excited to announce a partnership to provide professional wealth management to employers and employees utilizing the Align Money platform.
Through the Align Money platform, employers and employees will be able to access retirement plans, health savings accounts, and wealth management services all through an intuitive digital portal. Rajesh Patil, Co-founder of Digital Align: “We are thrilled about our partnership with Polaris Portfolios. This partnership will enable us to provide access to digital wealth management services, retirement and health savings accounts along with discounted loan marketplace to employees. Together we want to address financial stress at workplace by offering banking as a benefit to employees.” Wellesley, MA -- Employees Federal Credit Union (EFCU), a credit union serving the greater Tulsa, Oklahoma community, and Polaris Portfolios, a digital wealth management firm, are excited to announce a partnership to provide professional wealth management to members of EFCU. Through Polaris Portfolios, members of EFCU can open a managed and advised investment account directly from their computer, phone, or any mobile device.
EFCU members who open an investment account will receive:
John Hughes, President / CEO of Employees Federal Credit Union on the partnership: -- “Another important member service added to make our ‘Member Experience’ the best anywhere!” September 11, 2018
Wellesley, MA -- Lutheran Federal Credit Union (LutheranFCU), a credit union serving the greater Lutheran Church-Missouri Synod community, and Polaris Portfolios, a digital wealth management firm, are excited to introduce Polaris Digital Advisor to members of LutheranFCU. With Polaris Digital Advisor, members of LutheranFCU can open an advised investment account directly from their computer, phone, or any mobile device. Members who open an account receive:
Rev. Ken Krueger, CEO of LutheranFCU: “As a nationwide credit union, we are committed to providing access to services that meet the financial needs of our members. Providing a link to the Polaris Digital Advisor enables our members to utilize wealth management services that they otherwise may not be able to obtain.” Evan Kulak, Co-founder of Polaris Portfolios: “We are excited to begin working with LutheranFCU’s members. We are pleased to work with a forward thinking credit union that understands its members are expecting better technology and access to wealth services. Ken and his team were beyond helpful in the rollout of Polaris Digital Advisor ” LutheranFCU is one of the first credit unions in the country to provide direct access to digital wealth services to its member base. |
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