Riverview Credit Union partners with Polaris Portfolio to offer wealth management services
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."
About Riverview Credit Union:
Riverview Credit Union is a federally chartered, member-owned financial cooperative founded in 1968, with offices in Belpre and Marietta, Ohio, and Vienna, West Virginia. Membership is open to any individual who lives, works, worships, or attends school in Washington, Noble, Morgan, or Monroe Counties in Ohio or Wood, Wirt, Jackson, Ritchie, or Pleasants Counties in West Virginia. Membership is also open to family members of current members. Learn more about Riverview at www.riverviewcu.com.
About Polaris Portfolios:
Polaris Portfolios is a nationwide Registered Investment Advisor that specializes in providing credit unions and banks with turn-key, fee-only wealth management programs. To learn more please visit www.polarisportfolios.com.
Investment products and services are offered independently through Polaris Portfolios, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Portfolios and Riverview Federal Credit Union are not affiliated. Products and services made available through Polaris Portfolios 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 Polaris Portfolios are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
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