Telhio Credit Union partners with Credit Union Wealth Group to offer wealth management services4/19/2023 Columbus, OH — Telhio Credit Union has partnered with Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. This new wealth management program, delivered by professional financial advisors, complements the credit union's already wide array of financial products & services. Members will now have access to a dedicated financial advisory team who can provide financial advice, planning, and investment management services. The full-service program provides support for the credit union as well, including program management, marketing, compliance, technology, and back office support. Members are invited to speak with the available advisors to discuss their financial goals and make a plan for success. Members using the services have access to:
Chad Maze, Chief Operating Officer of Telhio Credit Union, on the partnership: “Frictionless services and added value to our members are critical aspects of our decision making when we look to offer new products. Telhio is excited to be able to offer our members a more comprehensive suite of services for every level of financial planning to support self, family, and business needs. As our members look to establish a plan to manage their financial legacies, they now have a trusted partner with whom they consult through Telhio Investment Services.” Michael McDermott, Manager at CU Wealth Group (Polaris Financial), on the partnership:
“This partnership will provide personalized financial advice and investment management to any Telhio members through dedicated financial advisors. We look forward to working with the team and getting to know Telhio members. Telhio Credit Union focuses on providing extraordinary service and innovative financial solutions to its members and we believe this aligns well with our fiduciary commitment to every member we work with.” About Telhio Credit Union: Telhio Credit Union was formed in 1934 to be the credit union for Columbus Telephone Company, now known as AT&T, employees. Over 85 years later, Telhio has grown to $1.3B in assets and provides extraordinary services and innovative financial solutions to over 70,000 member-owners throughout central and southwest Ohio. As the 6 th largest credit union in Ohio and the #1 ranked SBA Lender among Ohio credit unions, Telhio is a strong financial institution that is open to anyone who lives, works, worships, or goes to school in Central or Southwest Ohio. Telhio continues to serve its members and community through 13 full-service branch office locations, online, and with our mobile banking app. After generations of service and growth, Telhio remains focused on its original core values – Caring, Commitment, and Integrity. www.telhio.org Telhio Financial Services, LLC, a Credit Union Service Organization (CUSO), is a wholly owned subsidiary of Telhio Credit Union Inc. Telhio Financial Services provides investment, insurance and trust services to members and non-members. Any business conducted through Telhio Financial Services, LLC is separate and distinct from any business conducted with Telhio Credit Union, or any other affiliated business. 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 Altruist Financial, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Telhio 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.
0 Comments
Leave a Reply. |
RSS Feed
|
Contact
(888) 212-9940 support@partnerpf.com |
Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.