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Oak Ridge, TN — Tennessee Members 1st Federal Credit Union (TN Members 1st) is proud to announce a new partnership with Credit Union Wealth Group (CU Wealth Group), part of Polaris Financial, to offer fiduciary financial guidance and investment management services to its members. The partnership is turnkey, with CU Wealth Group supporting the program management, marketing, compliance, technology, and back-office operations. As a Community Development Financial Institution (CDFI), TN Members 1st is committed to enhancing the financial well-being of its members. The collaboration with CU Wealth Group will provide members access to a dedicated team of financial advisors offering personalized services. All members are invited to work with their financial advisors at their own convenience regardless of their level of wealth. Members who work with CU Wealth Group will have access to a variety of services, including:
Rick Mikels, CEO of TN Members 1st FCU, on the partnership: “Our partnership with CU Wealth Group adds a trusted resource for financial guidance and investment solutions. We’re excited to have an additional way to support our members as they work towards their short and long term financial goals.” Michael McDermott, Program Manager at CU Wealth Group, on the partnership:
“We are excited to work with TN Members 1st, a credit union that shares our commitment to member-focused financial care. This partnership enables members to easily engage with financial advisors as an extension of their current relationship with the credit union. We look forward to working with the team!” About TN Members 1st Federal Credit Union: Tennessee Members 1st Federal Credit Union (TN Members 1st) is a CDFI certified, not-for-profit financial institution serving Anderson, Knox, and Roane counties. Members can take advantage of various account options as well as financial education opportunities and identity protection services. With two branch locations, digital banking options, and participation in the CO-OP Shared Branch Network, members have account access at their fingertips and across the country. For more information, call 865-482-4343 or visit mymembersfirst.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. 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 TN Members 1st 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. These products are subject to investment risk, including the possible loss of principal amount invested. Comments are closed.
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© 2025 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
Polaris Financial has a partnership with banks and credit unions to provide investment advisory services to their customers and members. The banks and credit unions are not investment clients of Polaris Financial but have a revenue sharing relationship that can create a conflict of interest.
Advisory services offered through Polaris Financial, LLC. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
Polaris Financial has a partnership with banks and credit unions to provide investment advisory services to their customers and members. The banks and credit unions are not investment clients of Polaris Financial but have a revenue sharing relationship that can create a conflict of interest.