Service One Credit Union selects Credit Union Wealth Group (Polaris Financial) to offer Wealth Management Services
BOWLING GREEN, KY –Service One Credit Union is partnering with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to provide fiduciary financial planning and investment management services to its members.
“We are very excited to give our members access to the full-service wealth program provided by CU Wealth,” said Jonathan Turner, Service One Retail Relationship and Sales Manager. “With its dedicated financial advisory team, retirement and life event planning services, professionally managed investment portfolio, 401k review and advice, and digital client portal and financial planning tools, CU Wealth, will give our members the tools to help them on their financial journey.”
Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: “We are grateful to be chosen as the wealth management partner for Service One Credit Union and its members. Our Wealth Management Program is rooted in similar values of accountability, teamwork, integrity, and flexibility which aligns well with the vision, mission, and values at Service One CU. We look forward to joining the team and members to help create lifetime financial relationships and positive impacts on those we serve.”
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 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.
Service One Credit Union was organized in Bowling Green, KY in 1963. Membership is open to those who live or work in South Central and Western Kentucky. For more information on Service One and its community involvement activities, visit www.socu.com or call (270) 796-8500.
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 Service One 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.