Reliance Federal Credit Union partners with Credit Union Wealth Group (Polaris Financial) to offer wealth management services

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. 

• A dedicated financial advisor 
  
• Retirement & Life Event planning
  
• Professionally managed investment portfolios
  
• 401(k) review & advice
  
• Digital client portal & financial planning tools
• No minimum balance; no commissions
  

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:

“We are excited about this partnership with Reliance Federal Credit Union. Reliance and its team work to provide valuable services to its members and support their financial success. We will be actively engaged with Doug and the team to deliver the best possible member experience. Offering wealth management services to members through our wealth management program is a great way to expand the credit union’s offering and provide more value to members. We are excited to get to know the Reliance team and work with members to help achieve their financial goals. ”

About Reliance Federal Credit Union:
Reliance FCU is a local credit union proudly serving King of Prussia, East Norriton, Norristown, Conshohocken, and Northeast Philadelphia. We have two office locations, one in the Valley Forge Towers and the other in Pennypack. We continue to serve and give back to our membership just as we have done for over 80 years!
Learn more about Reliance Federal Credit Union at www.reliancefcu.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 Reliance 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.