WyHy Federal Credit Union partners with Credit Union Wealth Group (Polaris Financial) to offer wealth management services
Cheyenne, WY — WyHy Federal Credit Union (WyHy) has partnered with Polaris Financial's Credit Union Wealth Group (CU Wealth) to offer financial planning and investment management services to all of its members. WyHy credit union is committed to building valued relationships by delivering personalized financial options for its members. Continuing its ongoing “We’re with you” mission, WyHy works to support members no matter what stage of life they are in; guiding members along the road to healthy financial wellbeing. This partnership brings fiduciary investment advice to the credit union’s offering and will contribute to members’ financial education and success. This full service wealth program will provide the credit union with dedicated financial advisors, program management, marketing, compliance, and back office support.
WyHy members receive a personal advisor who provides financial planning and investment management services. Members can enjoy access to a variety of services.
A dedicated financial advisor & robo-advisor
About WyHY Federal Credit Union:
To learn more about WyHy FCU please visit www.wyhy.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.partnerpf.com.
Investment products and services are offered independently through Polaris Financial LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Financial and WyHy Federal Credit Union are not affiliated. Products and services made available through Polaris Financial 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 Polaris Financial are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
Leave a Reply.