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

Three Rivers, CA — Valley Oak Credit Union has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. In its continued commitment to service, integrity and financial stability for its members, this partnership will provide members with fiduciary investment services and wealth management. The full-service wealth program provided by CU Wealth will include dedicated financial advisors, program management, marketing, compliance, and back office support. Members may choose a self-guided experience, or engage directly with their wealth advisor at their convenience. This partnership expands on the many services being offered to the Valley Oak Credit Union members. 

All members will have access to a variety of services within financial planning and investment management. 
 

• A dedicated financial advisor 
• Retirement & Life Event planning
• Professionally managed investment portfolios 
• 401(k) review & advice
• Digital client portal & financial planning tools
• No minimum balance; no commissions

  
Alan Cortum, CEO at Valley Oak Credit Union, on the partnership:
“Valley Oak Credit Union is always looking for ways to help its members. Our commitment to our members is the reason we exist and when we were not able to provide fiduciary financial planning and investment management services ourselves we searched for a partner who displays our commitment. After researching partner options we selected Polaris Financial’s Credit Union Wealth Group (CU Wealth) because their commitment level rivals our own. We are excited to be able to offer this type of service through a trusted partner.” 

Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership:
“Valley Oak is a great addition to our group of credit union partners. We look forward to working with the credit union team and its membership. Our wealth program focuses on providing excellent member service and a seamless member experience. Investment management and financial advice is a great addition to the Valley Oak offering. ”

About Valley Oak Credit Union:
In 1944 Valley Oak Credit Union was established by a local co-op grocer, George Burcham, in Three Rivers, CA to serve the agricultural workers of Tulare County. Since then we have expanded to serve anyone living or working in Tulare or Madera County. For almost 80 years, Valley Oak has been committed to improving our member’s financial lives. Valley Oak is Rooted in the Financial Growth of Members. 
Learn more about Valley Oak Credit Union at www.valleyoak.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 Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Valley Oak 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.