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

​Scottsbluff, NE — Sugar Valley Federal Credit Union has partnered with Credit Union Wealth Group to offer fiduciary financial planning and investment management services to its members. Sugar Valley FCU treats its members like family and continues efforts to provide competitive rates, a variety of loan options, and a family-oriented banking experience for the community. The wealth management program will provide members with fiduciary investment services and access to dedicated financial advisors. The full service program provides support for the credit union, including: program management, marketing, compliance, technology and back office support. All members are invited to work with the financial advisors at their own convenience. 

Members who work with the financial advisors will have access to a variety of services.
 
●     On-demand, dedicated financial advisors
●     Managed investment portfolios
●     Financial planning, investment management, & estate planning services
●     Digital onboarding and member portal
●     Retirement & life event planning
●     Retirement plans for business clients
 
 Megan Ogburn, Manager/CEO at Sugar Valley Federal Credit Union, on the partnership:
“Our main function as a credit union is service to our members to aid in the furthering of their financial journey.  A partnership with CU Wealth will give us one more critical tool to assist our members in every step of that financial journey.  We feel that of all the options out there CU Wealth aligns best with our daily mission.”

  
Michael McDermott, Program Manager at CU Wealth Group, on the partnership:
“CU Wealth is excited to have Sugar Valley FCU as a partner. The team understands the importance of taking care of members and helping them achieve their financial goals. Members certainly do make the difference - we are excited to be able to provide financial advice and investment management services to every member.”

About Sugar Valley Federal Credit Union:
Sugar Valley Federal Credit Union was founded in 1940 as Sugar Workers Federal Credit Union by the employees of the Great Western Sugar Company because they felt that there were better options than traditional banks to grow their wealth and find a sense of community.  Through changes in the financial landscape and a merger with Scotts Bluff Federal Credit Union Sugar Valley Federal Credit Union came to be, servicing 12 different employers in the Scotts Bluff valley and continuing to foster that sense of community while aiding the membership in cultivating their financial wellbeing. Learn more about Sugar Valley Federal Credit Union at sugarvalleyfcu.org
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.
 

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Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial LLC, member of FINRA/SIPC. Credit Union Wealth Group and Sugar Valley 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.